Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olaf? Claim Your ProfileOlaf Friederich Vlieks is a financial advisor who has been working in the industry since February 17, 2002. Olaf is currently registered with Blackrock Investment Management, LLC in California and New Jersey. Olaf has also been previously registered with several other firms including RBC Capital Markets, LLC, RBC Capital Markets Corporation, RBC Dain Rauscher Inc., Fox-Pitt, Kelton Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Hoefer & Arnett, Incorporated, and Sutro & Co. Incorporated. Olaf has passed the Series 63, Series 66, Series 7, and SIE exams.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/17/2018 - Present
Blackrock Investment Management, LLC (San Francisco CA)
CA
10/16/2013 - 06/09/2016
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/29/2008 - 12/10/2012
RBC CAPITAL MARKETS, LLC (SAN FRANCISCO CA)
CA
02/06/2004 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (SAN FRANCISCO CA)
NY
10/03/2003 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
10/04/2001 - 07/09/2003
FOX-PITT,KELTON INCORPORATED (NEW YORK NY)
NY
05/15/2001 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
01/04/1999 - 08/01/2000
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
CA
06/29/1998 - 01/06/1999
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 07/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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