Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yves? Claim Your ProfileYves Olivier Cochez is a registered Investment Advisor Representative (IAR) with Quattro Financial Advisors. Yves Olivier has been in the industry since 2009, and is licensed in Texas. Yves Olivier is also a Registered Representative. Yves Olivier has been with Quattro Financial Advisors since February 2017. Previously, Yves Olivier worked at DEUTSCHE BANK SECURITIES INC. Yves Olivier has experience in portfolio management for individuals and pooled investment vehicles. Yves Olivier specializes in Financial Planning and Investment Management services. Yves Olivier has a combined state law exam (series 66) as well as a general securities representative exam (series 7).
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.
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.
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TX
02/17/2017 - Present
Quattro Financial Advisors (THE WOODLANDS TX)
NY
05/14/2009 - 08/24/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 02/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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