Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivier? Claim Your ProfileOlivier Patrice Dardant is an investment advisor representative for Frost Investment Advisors, LLC, based in San Antonio, TX. Prior to joining Frost Investment Advisors, Olivier Dardant was employed by J.P. Morgan Securities LLC. Olivier Dardant has been in the industry since 2014. Olivier Dardant holds the Series 6, 7, 63 and 65 licenses and the SIE certification. Olivier Dardant has a CFA designation. Frost Investment Advisors, LLC is a registered investment advisor. The firm specializes in portfolio management services for individuals, investment companies, and businesses. The firm's main office is located in San Antonio, TX.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Provide models to 3rd parties and receive asset-based fees
1
2
TX
08/14/2017 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
NY
08/16/2016 - 04/25/2017
J.P. MORGAN SECURITIES LLC (New York NY)
TX
12/10/2014 - 07/01/2015
FIRST INVESTORS CORPORATION (SAN ANTONIO TX)
IA
Issued 08/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Olivier Dardant is the right advisor for you? Invested Better is here to help.
