Unclaimed
Giovanni Olomo is a financial advisor currently registered with Lazard Asset Management LLC. Giovanni has been active in the industry since 2016. Giovanni specializes in a variety of areas including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles. Giovanni has a wide range of experience with previous employments at VOYA INVESTMENTS DISTRIBUTOR, LLC, E*TRADE SECURITIES LLC, J.P. MORGAN SECURITIES LLC, and E.J. STERLING, LLC. Giovanni holds a variety of licenses and certifications including Series 65, Series 63, Series 31, SIE, and Series 7.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/20/2023 - Present
Lazard Asset Management LLC (NEW YORK NY)
GA
12/14/2021 - 03/14/2023
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
12/24/2020 - 12/03/2021
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NY
06/02/2016 - 07/28/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/09/2015 - 01/25/2016
E.J. STERLING, LLC (NEW YORK NY)
IA
Issued 02/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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