Unclaimed
Darren Olivieri is a financial professional with over 20 years of experience in the industry. Darren is currently registered with Equitable Advisors, LLC in Melville, New York, and is a Registered Representative (RA) and Investment Advisor Representative (IAR). Previously, Darren has been employed at AEGIS CAPITAL CORP., GLOBAL ARENA CAPITAL CORP, PRESTIGE FINANCIAL CENTER, INC., S.W. BACH & COMPANY, HARRISON SECURITIES, INC., and WEATHERLY SECURITIES CORPORATION. Darren holds a Series 7, Series 63, and Series 65 licenses, along with the SIE exam. Darren specializes in financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/10/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
06/27/2011 - 09/03/2019
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
11/03/2010 - 06/28/2011
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
03/01/2007 - 11/02/2010
PRESTIGE FINANCIAL CENTER, INC. (MELVILLE NY)
NY
04/28/2004 - 03/01/2007
S.W. BACH & COMPANY (PORT WASHINGTON NY)
NY
05/10/2001 - 04/28/2004
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
04/16/2001 - 04/26/2001
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 08/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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