Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Swift is a registered representative with First Citizens Investor Services, Inc. Olivia is based in Raleigh, NC and has been in the industry since 2023. Olivia is licensed in North Carolina as a broker-dealer and an investment advisor. Olivia specializes in providing financial planning and portfolio management services to individuals, businesses, and corporations. Olivia has been recognized for her expertise in helping clients achieve their financial goals.
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.
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.
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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2
SC
02/03/2025 - Present
First Citizens Investor Services, Inc. (Moncks Corner SC)
BOTH
Issued 10/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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