Unclaimed
Olivia Metcalf is a financial advisor with Morgan Stanley & Co. LLC. Olivia's office is located in San Francisco, CA. Olivia is registered with FINRA and has passed the Series 79TO and SIE exams.
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.
1
2
CA
07/27/2021 - Present
Morgan Stanley & Co. LLC (San Francisco CA)
BC
Issued 07/26/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Olivia Metcalf is the right advisor for you? Invested Better is here to help.