Unclaimed
Olivia Marie Nelson is a registered representative with Siebert Williams Shank & Co., LLC in New York, NY. Olivia has been in the securities industry since November 18, 2020 and has passed the Series 63, Series 52TO and SIE exams. Olivia is currently registered with FINRA and is licensed to sell securities in New York.
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.
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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2
NY
08/12/2024 - Present
Siebert Williams Shank & CO., LLC (NEW YORK NY)
NY
09/21/2020 - 06/13/2024
SIEBERT WILLIAMS SHANK & CO., LLC (NEW YORK NY)
BC
Issued 12/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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