Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivier? Claim Your ProfileOlivier Allain is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Huntington Station, NY. Olivier has over 20 years of experience in the financial services industry. Olivier is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7 and 63 licenses. Olivier is also registered with the state of New York and Texas. Olivier has previously worked at LPL Financial LLC and Edward Jones. Olivier specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
06/24/2019 - Present
Cambridge Investment Research Advisors, Inc. (Huntinton Station NY)
NY
07/30/2004 - 08/25/2015
LPL FINANCIAL LLC (HUNTINGTON STATION NY)
MO
02/26/2001 - 08/03/2004
EDWARD JONES (ST. LOUIS MO)
NY
02/15/2001 - 03/26/2001
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
NY
02/15/2001 - 02/15/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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