Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Reid is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Olivia has been in the industry since September 2019. Olivia has a Series 66, Series 7TO, and SIE license. Olivia is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 35 states, including Pennsylvania and Texas. Olivia is also licensed as an investment advisor representative in 2 states, including Pennsylvania and Texas. Olivia works with a variety of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Olivia's firm, Merrill Lynch, Pierce, Fenner & Smith Inc., is a large, well-established firm that offers a wide range of financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
03/16/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STATE COLLEGE PA)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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