Unclaimed
Darren Michael Olivio is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. Darren has been in the industry since October 1999. Darren has passed the Series 6, 7, 24 and 66 exams. Darren has also been registered with Chase Investment Services Corp. and Banc One Securities Corporation in the past. Currently, Darren is registered with the states of Louisiana and Texas. Darren provides advisory services for Individuals, Businesses, Pension Consulting and Financial Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
10/02/2014 - Present
Raymond James Financial Services Advisors, Inc. (METAIRIE LA)
LA
07/06/2005 - 09/07/2010
CHASE INVESTMENT SERVICES CORP. (METAIRIE LA)
IL
10/08/1999 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Darren Olivio is the right advisor for you? Invested Better is here to help.