Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Kristine O'Bryan is a financial advisor who has been active in the financial industry since 2020. Olivia is currently registered as a Registered Representative (RA) with Wells Fargo Clearing Services, LLC in Iowa, Illinois, and Texas. Olivia is also a Registered Representative (RA) with Wells Fargo Advisors in the same states. Before joining Wells Fargo, Olivia was previously employed with LPL Financial LLC and Waddell & Reed. Olivia has passed Series 66, Series 7TO, and SIE exams and is qualified to provide various advisory services, including financial planning, portfolio management for businesses and individuals, and investment consulting services to institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
11/29/2022 - Present
Wells Fargo Clearing Services, LLC (CORALVILLE IA)
IL
07/21/2021 - 09/26/2022
LPL FINANCIAL LLC (EUREKA IL)
IL
10/23/2020 - 07/21/2021
WADDELL & REED (EUREKA IL)
BOTH
Issued 12/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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