Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia M. Martin is a financial advisor with Wells Fargo Clearing Services, LLC, and has over 17 years of experience in the financial industry. Olivia is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of Michigan. Olivia has Series 66, Series 7 and SIE licenses and is currently registered in 29 states and two provinces, including Michigan, Texas, Arizona, California and Colorado. Before joining Wells Fargo Clearing Services, LLC, Olivia worked at A. G. Edwards & Sons, Inc. for several years. Olivia specializes in providing a variety of financial advisory services to individuals, families, and businesses.
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
MI
12/11/2013 - Present
Wells Fargo Clearing Services, LLC (EAST LANSING MI)
MI
06/04/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OKEMOS MI)
BOTH
Issued 06/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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