Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Olario is a registered representative with J.p. Morgan Securities LLC. Michael has been in the industry since 2009. He has experience with financial planning, pension consulting, and portfolio management for individuals and businesses. Michael is also registered with the state of Texas as an Investment Advisor Representative. Michael was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, J.P. MORGAN SECURITIES LLC, BBVA SECURITIES INC., BBVA COMPASS INVESTMENT SOLUTIONS, INC, GUARANTY BROKERAGE SERVICES, INC., WADDELL & REED, INC., and AMERIPRISE FINANCIAL SERVICES, INC..
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/04/2023 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
12/20/2016 - 10/04/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
CA
08/04/2014 - 12/21/2016
J.P. MORGAN SECURITIES LLC (ORANGE CA)
CA
05/16/2013 - 07/11/2014
BBVA SECURITIES INC. (CORONA CA)
CA
03/16/2010 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (CORONA CA)
CA
04/21/2009 - 12/23/2009
GUARANTY BROKERAGE SERVICES, INC. (CORONA CA)
CA
10/15/2008 - 01/05/2009
WADDELL & REED, INC. (RIVERSIDE CA)
CA
04/23/2008 - 08/06/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CORONA CA)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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