Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Taylor Cohen is a registered representative with Morgan Stanley. Olivia is a licensed advisor with over 6 years of experience in the financial industry and holds licenses in New York and Texas. Olivia holds the Series 66, 7TO and SIE licenses. Olivia has been registered with Morgan Stanley since 2024, previously working with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A.. Olivia has worked in the financial industry since 2015 and has experience with a variety of firms including Wells Fargo, American Express, JPMorgan Chase & Co., TD Bank, and Lincoln Financial Advisors. Olivia is a dedicated professional focused on providing personalized financial advice to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/30/2024 - Present
Morgan Stanley (New York NY)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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