Unclaimed
Olga Davydchenko is a financial advisor at Fidelity Personal And Workplace Advisors, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Olga has been in the financial industry since March 31, 2011. She holds Series 66, Series 7, Series 9, and Series 10 licenses. Olga is also a Certified Financial Planner. Olga has experience working at other financial institutions including Ameriprise Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Bank of America, N.A.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (FT. LAUDERDALE FL)
FL
08/29/2019 - 06/30/2020
MORGAN STANLEY (FT. LAUDERDALE FL)
FL
02/27/2019 - 08/19/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
10/28/2013 - 02/19/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Ft Lauderdale FL)
FL
03/09/2011 - 11/05/2013
LPL FINANCIAL LLC (AVENTURA FL)
BOTH
Issued 10/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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