Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivia? Claim Your ProfileOlivia Bakunas is a financial advisor who has been in the industry since 2006. Olivia is currently registered as an investment advisor representative with Macquarie Investment Management Business Trust in Philadelphia, Pennsylvania. Olivia is licensed to provide investment advisory services in 53 states and the District of Columbia. Olivia has previously worked for several firms including Nuveen Securities, LLC, Teachers Personal Investors Services, Inc., FEF Distributors, LLC, Prudential Investment Management Services LLC, and Morgan Stanley & Co., Incorporated. Olivia holds the Series 7, Series 24, and Series 66 licenses. Olivia offers a range of investment advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Olivia also provides structured product/securitization advice/transition management and selects other advisors for 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.
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.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/14/2022 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
IL
04/14/2015 - 12/16/2021
NUVEEN SECURITIES, LLC (CHICAGO IL)
NY
09/03/2013 - 03/24/2015
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
08/15/2011 - 08/05/2013
FEF DISTRIBUTORS, LLC (NEW YORK NY)
NJ
04/11/2008 - 08/12/2011
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
04/02/2007 - 03/26/2008
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
10/27/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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