Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Sotomayor is a financial professional with over 10 years of experience in the industry. Olga has a broad range of experience, having previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Olga is currently registered with Invesco Distributors, Inc. and holds licenses for Series 6, 7, 63 and 65 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.
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.
1
2
TX
08/16/2022 - Present
Invesco Distributors, Inc. (HOUSTON TX)
TX
05/02/2018 - 12/21/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/02/2018 - 12/21/2018
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
10/26/2005 - 11/13/2017
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 03/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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