Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Mary is a registered Investment Advisor Representative in the state of Texas. Olivia is currently employed by Waterloo Capital and has been with the firm since September 2022. Olivia has been in the industry since November 2018 and holds a Series 65 license. Olivia has experience working in the financial services industry, including experience with Key Bank, Hiscox, and the University of San Francisco. Olivia has a strong track record of providing financial planning and portfolio management services to both individuals 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
08/07/2023 - Present
Waterloo Capital (AUSTIN TX)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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