Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Bates is a financial advisor with Truist Investment Services, Inc. Olivia has been in the financial services industry since January 13, 2017. Olivia is registered with the state of Virginia. Olivia has passed the Series 7, Series 63, and SIE exams. Olivia holds registrations with FINRA and the state of Virginia. Olivia has a previous registration with BB&T SECURITIES, LLC.
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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VA
10/08/2021 - Present
Truist Investment Services, Inc. (RICHMOND VA)
VA
11/19/2015 - 08/11/2020
BB&T SECURITIES, LLC (RICHMOND VA)
BC
Issued 12/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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