Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Cristina Blanchette is a financial advisor with Morgan Stanley. She has been in the industry since 2004 and has a variety of licenses and certifications. Olga has worked at several firms, including Chase Investment Services Corp. and J.P. Morgan Securities LLC. She is also a director at Lancelot Properties Series LLC. Her primary focus is providing financial planning and portfolio management services to individuals, businesses, and investment companies. Olga is registered in several states, including Texas, California, and Florida.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
08/12/2018 - Present
Morgan Stanley (Houston TX)
TX
10/01/2012 - 08/13/2018
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
07/09/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 05/04/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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