Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Trevino-quezada is a financial advisor with over 16 years of experience in the industry. Olivia is currently registered with Lion Street Financial, LLC. Olivia has held previous positions at firms such as Wayne Hummer Investments L.L.C., PNC Investments, Natcity Investments, Inc., Invest Financial Corporation and Citigroup Investment Services. Olivia holds a Series 6, Series 63, and SIE license. Olivia is licensed to provide advisory services in Illinois.
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.
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.
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IL
08/07/2017 - Present
Lion Street Financial, LLC (NAPERVILLE IL)
IL
10/15/2010 - 08/07/2017
WAYNE HUMMER INVESTMENTS L.L.C. (NAPERVILLE IL)
IL
11/13/2009 - 10/12/2010
PNC INVESTMENTS (CLARENDON HILLS IL)
OH
01/25/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IL
09/07/2001 - 01/31/2008
INVEST FINANCIAL CORPORATION (WESTCHESTER IL)
NY
05/14/2001 - 10/10/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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