Unclaimed
Michael Olivia is a registered representative with Park Avenue Securities LLC. Michael is licensed in 35 states. Michael's career in the industry began on September 27, 1999. Michael has passed the Series 6, Series 7, Series 63, and Series 66 examinations. Michael holds the Certified Financial Planner designation.
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.
Personalized portfolio management to meet individual financial objectives.
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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2
CA
11/29/2021 - Present
Park Avenue Securities LLC (SAN DIEGO CA)
BOTH
Issued 03/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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