Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Danielle Inglett is a financial advisor registered with First Command Advisory Services in Fort Worth, Texas. Olivia has been in the financial industry since 2016. Olivia holds the Series 7, Series 24, and Series 66 securities licenses. Olivia is also registered as an Investment Advisor Representative in Texas and Virginia. Olivia provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Olivia is also a Certified Financial Planner.
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.
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.
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TX
10/26/2018 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 10/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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