Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olivier? Claim Your ProfileOlivier Marcelin is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Olivier has over 5 years of experience in the financial industry. Olivier is registered in multiple states, including New York, New Jersey, Connecticut, Florida, Maryland, Ohio, Pennsylvania, Texas, and Virginia. Olivier holds multiple securities licenses, including Series 7, Series 63, Series 66, and Series 24. Olivier specializes in providing financial planning, investment management services, and selection of other advisors to high net worth individuals, corporations or other businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/24/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
NY
04/09/2019 - 05/13/2024
EQUITABLE ADVISORS, LLC (MELVILLE NY)
BOTH
Issued 10/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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