Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Rose Burke is a financial advisor currently affiliated with Osaic Advisory Services, LLC. Olivia has been in the financial services industry since August 2022. Olivia holds the Series 7TO, SIE, and Series 66 licenses. Olivia is registered in New York and Tennessee. Olivia is currently employed by Osaic Advisory Services, LLC and is also registered as a Registered Client Associate for Servet Wealth Management, which is a DBA for Osaic Advisory Services, LLC. Olivia has previously been employed by TRIAD ADVISORS LLC, ROBERT W. BAIRD & CO. INCORPORATED, Regions Bank, Sun Tan City, East Coast Wings, Victoria's Secret, Knights Pizza, Citibank, and Robert W Baird.
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.
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.
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2
GA
07/24/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NY
07/24/2023 - 08/23/2024
TRIAD ADVISORS LLC (New York NY)
TN
08/04/2022 - 07/25/2023
ROBERT W. BAIRD & CO. INCORPORATED (KINGSPORT TN)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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