Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stiven? Claim Your ProfileStiven Olarte is an investment advisor representative with Gradient Advisors, LLC. Stiven has been in the industry since 2004 and has experience in investment advisory and insurance sales. Stiven is registered with the state of Florida. Prior to joining Gradient Advisors, LLC Stiven was with D.H. Hill Securities, LLLP. Stiven is also the owner of Olarte Wealth Management and Olarte Financial Services.
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.
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.
Referral fees
1
2
MN
09/27/2021 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
TX
09/03/2010 - 09/24/2021
D.H. HILL SECURITIES, LLLP (KINGWOOD TX)
MS
11/05/2009 - 09/07/2010
COKER & PALMER (JACKSON MS)
FL
01/05/2009 - 11/11/2009
MERRIMAC CORPORATE SECURITIES, INC. (ALTAMONTE SPRINGS FL)
FL
06/05/2007 - 12/22/2008
FIRST ALLIED SECURITIES, INC. (ORLANDO FL)
FL
02/05/2004 - 05/22/2007
SYNERGY INVESTMENT GROUP, LLC (THE VILLAGES, LADY LAKE FL)
BOTH
Issued 12/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/05/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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