Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Nobrega Pereira is a financial advisor who has been in the industry since 2001. She is currently registered with Morgan Stanley and holds various licenses and registrations. Olga has held positions at several other firms over the years, including WELLS FARGO ADVISORS, LLC, UBS FINANCIAL SERVICES INC., CITICORP INVESTMENT SERVICES and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Olga has a wide range of experience and expertise, and she is committed to providing her clients with the best possible financial advice.
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
NY
07/02/2014 - Present
Morgan Stanley (New York NY)
NY
02/27/2009 - 07/01/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
08/09/2001 - 03/17/2009
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/25/2001 - 09/10/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/21/1999 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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