Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dominic? Claim Your ProfileDominic Olvera is a registered investment advisor representative at Bankers Life Advisory Services, Inc. Dominic has been in the industry since 2010 and has experience working with clients like individuals, high-net-worth individuals, and pension and profit-sharing plans. Dominic holds a Series 63, 65, 66, and 7 licenses, along with the SIE exam. Dominic is registered in Oregon and Washington and specializes in providing financial planning, educational seminars, and selection of other advisors. Dominic offers portfolio management for individuals and has also worked with TD Ameritrade, Inc., Scottrade, Inc., Wells Fargo Advisors, LLC, and Phillips & Company in the past.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
OR
09/28/2017 - Present
Bankers Life Advisory Services, Inc. (Salem OR)
OR
09/01/2016 - 11/09/2016
SCOTTRADE, INC. (SALEM OR)
OR
07/18/2013 - 08/22/2016
TD AMERITRADE, INC. (PORTLAND OR)
OR
12/03/2012 - 05/22/2013
WELLS FARGO ADVISORS, LLC (PORTLAND OR)
OR
10/20/2005 - 12/04/2008
PHILLIPS & COMPANY (PORTLAND OR)
BOTH
Issued 12/20/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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