Unclaimed
Olga Trujillo is a financial advisor with over 10 years of experience in the industry. Olga is currently registered with Nylife Securities LLC and holds Series 6, 63, 65 and SIE licenses. Prior to joining Nylife Securities LLC, Olga worked for UNIONBANC INVESTMENT SERVICES, LLC. Olga is registered in California.
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.
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2
CA
10/18/2021 - Present
Nylife Securities LLC (SAN DIEGO CA)
CA
05/15/2018 - 01/02/2019
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
09/29/2010 - 06/02/2016
UNIONBANC INVESTMENT SERVICES, LLC (DEL MAR CA)
BC
Issued 11/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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