Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Peters is a financial advisor with Mercer Global Advisors Inc., located in Madison, WI. Olivia has been working as a financial advisor for over 10 years and is dedicated to helping her clients achieve their financial goals. Olivia holds the Series 66, Series 7, and SIE exams. Olivia has experience working with a variety of clients, including individuals, families, and businesses. Olivia is also a Certified Financial Planner. Olivia's specializations include financial planning, retirement planning, investment management, and estate planning.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/15/2023 - Present
Mercer Global Advisors Inc. (Madison WI)
WI
11/24/2014 - 12/21/2015
J.P. MORGAN SECURITIES LLC (MEQUON WI)
WI
07/10/2012 - 10/29/2014
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Olivia Peters is the right advisor for you? Invested Better is here to help.
