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 Schulz is a financial professional with over 20 years of experience in the financial services industry. Olivia is currently a registered representative with Morgan Stanley and has previously held positions at CITIGROUP GLOBAL MARKETS INC., FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED, SALOMON SMITH BARNEY INC., and FIRST ALBANY CORPORATION. Olivia holds FINRA Series 63, SIE, and Series 7 licenses. Olivia is registered in 48 states and is actively involved in various financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Tampa FL)
FL
02/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ST. PETERSBURG FL)
FL
07/29/2002 - 03/20/2006
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (TAMPA FL)
NY
09/18/1998 - 10/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
03/25/1998 - 10/15/1998
FIRST ALBANY CORPORATION (NEW YORK NY)
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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