Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julieann? Claim Your ProfileJulieann Olivieri is a registered representative with Bofa Securities, Inc. Julieann has been in the securities industry for over 10 years. She holds the Series 99 and SIE licenses. Prior to joining Bofa Securities, Inc., Julieann worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Research-related services
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.
Negotiated fees for research-related services
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2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
05/22/2012 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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