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Olivia Marie Ferris

Capstone Partners

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About Olivia Marie Ferris

Olivia Ferris is a Registered Representative with Capstone Partners, a broker dealer registered with FINRA. Olivia's career in the financial industry began in 2015 and she holds the Series 79 and SIE licenses. Olivia has worked at both Headwaters BD, LLC and Capstone Partners in Denver, Colorado. Olivia's current registration began in 2018.

Firm Information

Olivia Ferris is currently registered with Capstone Partners. Capstone Partners is a Limited Liability Company formed on April 8, 2004. The firm is registered with the SEC and in 15 states including Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Texas, and Virginia.

Not reported

Assets Under Management

Not reported

Total Clients

89

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Olivia Ferris’s Registration & Firm History

CO

05/16/2018 - Present

Capstone Partners (Denver CO)

CO

10/09/2015 - 06/26/2018

HEADWATERS BD, LLC (DENVER CO)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2015

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Olivia Marie Ferris.
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