Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Olivieri is a financial advisor with over 25 years of experience in the financial industry. Robert is currently registered with Western International Securities, Inc. Robert is a highly experienced financial advisor with a strong track record of helping clients achieve their financial goals. Robert is dedicated to providing personalized financial advice and investment management services to individuals and families. Robert is a registered representative and investment advisor representative with Western International Securities, Inc. Robert has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/12/2016 - Present
Western International Securities, Inc. (Chula Vista CA)
CA
02/16/2010 - 01/17/2017
THE SECURITIES CENTER, INC. (CHULA VISTA CA)
CA
10/05/2009 - 02/12/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
03/29/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SAN DIEGO CA)
CA
10/23/2003 - 04/13/2007
LINSCO/PRIVATE LEDGER CORP. (CHULA VISTA CA)
CA
01/01/1999 - 10/07/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/07/1996 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
CA
07/07/1995 - 05/10/1996
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NJ
10/26/1993 - 07/13/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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