Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Ravenscroft is a financial advisor with Truist Advisory Services, Inc. in Peachtree City, GA. Olivia has been working in the financial services industry since 2017 and has experience with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Olivia is registered with the state of Georgia as an investment advisor representative and has a Series 6, Series 7, Series 63, and Series 66 license. Olivia offers financial planning services, portfolio management, and other services.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
GA
05/31/2022 - Present
Truist Advisory Services, Inc. (PEACHTREE CITY GA)
GA
06/07/2019 - 04/26/2022
WELLS FARGO CLEARING SERVICES, LLC (PEACHTREE CITY GA)
PA
08/23/2017 - 11/01/2018
PNC INVESTMENTS (PITTSBURGH PA)
GA
02/28/2017 - 07/17/2017
WELLS FARGO CLEARING SERVICES, LLC (PEACHTREE CITY GA)
BOTH
Issued 05/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Olivia Ravenscroft is the right advisor for you? Invested Better is here to help.
