Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margieric? Claim Your ProfileMargieric Isabel Olivos is a financial advisor registered with Insigneo International Financial Services LLC and Insigneo Securities, LLC. Margieric has over 20 years of experience in the financial services industry. Margieric has been a registered representative since 1999 and has held licenses and registrations in various states, including Florida and New Jersey. Margieric holds the Series 7, Series 9, Series 10, Series 63 and Series 99TO licenses. Margieric is currently registered in Florida and Puerto Rico.
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.
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.
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2
FL
07/17/2024 - Present
Insigneo International Financial Services LLC (Miami FL)
FL
07/19/2016 - 05/27/2022
OPPENHEIMER & CO. INC. (MIAMI FL)
FL
01/01/2010 - 07/07/2016
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
06/03/2002 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
NJ
10/30/2000 - 06/03/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/20/1999 - 08/21/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 06/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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