Unclaimed
Olivia Berman is a securities professional who is registered with FINRA and the state of New York. Olivia has passed the Series 63, 7TO, and 79TO exams. She is currently employed by PJT Partners LP.
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.
1
2
NY
08/03/2023 - Present
PJT Partners LP (NEW YORK NY)
BC
Issued 06/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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