Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Coco is a registered representative with Fidelity Personal And Workplace Advisors. Olivia has a Series 7TO, Series 63, and SIE license and is registered in 23 states. Olivia has been in the industry since 2023. Olivia specializes in financial planning, portfolio management for individuals and businesses, and education seminars.
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.
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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NH
10/02/2024 - Present
Fidelity Personal AND Workplace Advisors (NASHUA NH)
BC
Issued 11/29/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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