Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Petty is a registered representative with Northwestern Mutual Investment Services, LLC. Olivia has been in the financial services industry since February 5, 2017 and is licensed in Georgia. Olivia has her Series 63, SIE and Series 7 licenses. Previously Olivia Petty was associated with RAYMOND JAMES & ASSOCIATES, INC. in Atlanta, Georgia.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
12/01/2023 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
GA
08/01/2016 - 05/25/2023
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
BC
Issued 09/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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