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Omar M Olivieri

PNC Investments

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About Omar M Olivieri

Omar Olivieri is a financial advisor with PNC Investments. Omar has been in the financial industry for over 9 years and is registered in New Jersey, Florida, New York, Oregon, and Pennsylvania. Omar holds Series 7, Series 63, Series 65, and SIE licenses. Omar has experience working with a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Omar specializes in providing portfolio management, financial planning, and selection of other advisors.

Firm Information

Omar Olivieri is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Omar Olivieri’s Registration & Firm History

NJ

05/03/2023 - Present

PNC Investments (PARLIN NJ)

NJ

02/28/2018 - 04/27/2023

SANTANDER SECURITIES LLC (Westmont NJ)

NJ

07/22/2014 - 03/08/2018

J.P. MORGAN SECURITIES LLC (BOUND BROOK NJ)

NY

04/17/2014 - 07/08/2014

SECURIAN FINANCIAL SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/16/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Omar M Olivieri.
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