Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Olivieri is a financial professional with over 18 years of experience in the industry. David holds Series 27, SIE and Series 99TO licenses. David is currently registered with Morgan Stanley Distribution, Inc. and previously worked at Eaton Vance Distributors, Inc.
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.
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.
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2
MA
05/31/2024 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
10/20/2005 - 05/31/2024
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 10/19/2005
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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