Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerardo? Claim Your ProfileGerardo Francisco Olavarrieta is a financial advisor with over 13 years of experience in the financial services industry. Currently, Gerardo is a Registered Representative with Morgan Stanley, where he has been employed since April 2016. Prior to joining Morgan Stanley, Gerardo worked at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. Gerardo specializes in providing financial planning, asset allocation advice, portfolio management for individuals, businesses and investment companies. He holds the Series 7, Series 63, Series 65 and SIE licenses.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
04/29/2016 - Present
Morgan Stanley (El Paso TX)
TX
05/16/2013 - 05/02/2016
BBVA SECURITIES INC. (EL PASO TX)
TX
10/25/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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