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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oliver? Claim Your ProfileOliver Blanco maldonado is a registered investment advisor representative with Morgan Stanley. Oliver Blanco maldonado is also registered with the states of Delaware, Minnesota, and Texas. Oliver Blanco maldonado is an active investment advisor representative for both Broker-Dealer and Investment Advisor activities. Oliver Blanco maldonado has been in the industry since 2009. Oliver Blanco maldonado has passed the Series 66, Series 7, and SIE exams. Oliver Blanco maldonado was previously employed by MONEX SECURITIES, INC., UBS FINANCIAL SERVICES INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Oliver Blanco maldonado has worked for Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, 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.
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
05/13/2022 - Present
Morgan Stanley (Houston TX)
TX
02/05/2014 - 06/09/2022
MONEX SECURITIES, INC. (HOUSTON TX)
TX
01/12/2012 - 01/14/2014
UBS FINANCIAL SERVICES INC. (SAN ANTONIO TX)
TX
03/19/2009 - 02/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
BOTH
Issued 05/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2009
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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