Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milena? Claim Your ProfileMilena Olvera-vanvoorhies is a financial advisor with UBS Financial Services Inc. located in Nashville, TN. Milena has been in the industry since 1999 and has a wide range of experience in financial planning, portfolio management, and investment advisory services. Milena is registered to offer investment advice in Tennessee, and 49 other states.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
09/29/2011 - Present
UBS Financial Services Inc. (NASHVILLE TN)
TN
10/23/2009 - 12/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
TN
04/22/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRENTWOOD TN)
OH
09/21/2006 - 04/21/2008
THOMAS MCDONALD PARTNERS, LLC (MAUMEE OH)
OH
07/16/1999 - 10/04/2006
MCDONALD INVESTMENTS INC. (TOLEDO OH)
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2008
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 01/13/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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