Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandro? Claim Your ProfileSandro Mariano Olivos is a financial advisor with over 17 years of experience in the financial services industry. Sandro is currently registered with Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Sandro has held positions at J.P. Morgan Securities LLC, Ocean Financial Services, LLC, Activa Capital Markets, Inc., HSBC Securities (USA) Inc., and HSBC Brokerage (USA) Inc. Sandro holds FINRA Series 6, 7, and 63 licenses, as well as the SIE exam. Sandro specializes in providing financial advice to individuals, businesses, and institutions. Sandro is committed to providing his clients with personalized financial advice and investment solutions.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
02/21/2024 - Present
Wells Fargo Clearing Services, LLC (KEY BISCAYNE FL)
FL
11/02/2019 - 03/04/2023
J.P. MORGAN SECURITIES LLC (PINECREST, FL)
FL
06/11/2013 - 07/16/2019
OCEAN FINANCIAL SERVICES, LLC (MIAMI FL)
FL
12/11/2009 - 04/23/2012
ACTIVA CAPITAL MARKETS, INC. (MIAMI FL)
FL
01/01/2005 - 05/01/2008
HSBC SECURITIES (USA) INC. (MIAMI FL)
NY
03/27/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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