Unclaimed
Enrique Olavarria is a financial advisor with over 30 years of experience in the financial services industry. Enrique has a wide range of experience in the financial services industry and is a registered representative of Citigroup Global Markets Inc. Previously, Enrique was a registered representative of CitiCorp Investment Services, MONY Securities Corporation, Corporate Securities Group, Inc., BAC Corp. Securities, and World Invest Corporation. Enrique has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice.
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.
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.
Asset allocation advice
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.
1
2
FL
05/29/2007 - Present
Citigroup Global Markets Inc. (Key Biscayne FL)
FL
09/30/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
04/21/1995 - 10/08/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
MO
03/30/1993 - 04/18/1995
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
03/30/1993 - 04/14/1993
BAC CORP. SECURITIES (CORAL GABLES FL)
FL
04/15/1992 - 12/31/1992
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
CO
01/24/1989 - 05/16/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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