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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nicole Oliver is a financial advisor with Lido Advisors, LLC, located in Bethesda, MD. Kelly is a registered investment advisor representative in California, District of Columbia, Florida, Maryland, and Texas. Kelly has been working in the financial services industry for over 12 years. Kelly previously worked at Purshe Kaplan Sterling Investments and Northwestern Mutual Investment Services, LLC. Kelly specializes in providing financial planning services to individuals, families, and businesses.
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.
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.
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MD
05/29/2024 - Present
Lido (BETHESDA MD)
DC
05/23/2020 - 12/31/2022
PURSHE KAPLAN STERLING INVESTMENTS (Washington DC)
DC
01/19/2018 - 10/12/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WASHINGTON DC)
FL
08/14/2017 - 10/27/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TALLAHASSEE FL)
BOTH
Issued 08/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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