Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olac? Claim Your ProfileOlac Pallan Gayol is a financial advisor with over 17 years of experience in the financial services industry. Olac is currently registered with Eaglestone Wealth Advisors, Inc. Olac has worked at firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Americas, and JP Morgan. Olac is a Series 63, 65, 66, 7, and SIE licensed professional. Olac is a Director of Portfolio Management, Director of Investment Group, and Chief Investment Officer at Eaglestone Wealth Advisors, Inc. Olac helps attract new clients and AUM. Olac is also involved in financial research, portfolio allocation, and conducting performance reviews. Olac specializes in providing financial planning, pension consulting, and portfolio management for individuals. Olac provides these services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
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.
Consulting fees
1
2
MD
09/26/2023 - Present
Eaglestone Wealth Advisors, Inc. (Bethesda MD)
NY
12/02/2005 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/20/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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