ADVISOR BIO

Oliver Polo is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2008. Oliver is registered to conduct securities business in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Washington, West Virginia, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Oliver Y. Tao is an investment advisor representative with Cetera Investment Advisers LLC. Oliver has been in the financial services industry since October 16, 2002. Oliver has a Series 6, 7, 63, 65, 24, and 4 licenses. Oliver specializes in financial planning, pension consulting, educational seminars, and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Oliver Ardeljan is a financial advisor with J.p. Morgan Securities LLC. Oliver has been in the financial services industry since 2013, specializing in providing financial guidance to individuals and families. Oliver holds Series 6, SIE and Series 63 licenses. Oliver is currently registered in California, Colorado, Florida, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Oliver Cervantes is a financial advisor with Wells Fargo Clearing Services, LLC. Oliver has been in the industry since 2001 and is registered with FINRA and the state of California. Oliver is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with the state of California as a Registered Investment Advisor. Oliver has a broad range of experience and is able to provide financial planning, portfolio management, and other investment advisory services to a variety of clients.

SPECIALIZATIONS

ADVISOR BIO

Oliver Daniel Hernandez estrada is a financial advisor currently registered with THE Ayco Company, LP and has been in the industry since October 27, 2019. Oliver has a Series 65 license and is registered as an Investment Advisor Representative in California. Oliver also holds a Series 7TO and SIE license, both of which are required to be a registered representative with FINRA. Oliver is a financial advisor who specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Oliver is a member of FINRA and is also registered as an Investment Advisor Representative in New York. Oliver has prior experience with Mercer Allied Company, L.P.

SPECIALIZATIONS

ADVISOR BIO

Oliver Grant Alvarez is a financial advisor with LPL Financial LLC, a leading independent broker-dealer. Oliver is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and Series 99TO licenses. Oliver has been a financial advisor since November 2008 and has extensive experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Oliver is committed to providing clients with personalized financial advice and solutions that help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Oliver Alvarado Algarate is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc.. Oliver is registered with FINRA and has been active in the securities industry since March 19, 2023. Oliver holds Series 7TO, SIE and Series 66 licenses. Oliver is also registered in California, Texas, Arizona, Florida, Nevada, Oregon, Washington. Oliver has experience working with a range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Oliver is committed to providing clients with personalized financial advice and services.

SPECIALIZATIONS

ADVISOR BIO

Oliver Choy is a financial advisor who has been in the industry since 2003. Currently, Oliver Choy is registered with Stifel, Nicolaus & Company, Inc. and has offices in San Francisco, California. Oliver Choy has a Series 66 license, Series 7 license and a SIE license. Oliver Choy was previously registered with Ameriprise Financial Services, LLC and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Olivia Marie Smith is a financial advisor with Charles Schwab & CO., Inc. in Newport Beach, California. Olivia is also registered as an Investment Advisor Representative with the State of California. Olivia has been in the financial industry since February 2024. Olivia has passed the Series 66, Series 7TO, and SIE exams. Olivia has experience working with clients in California, Arizona, Colorado, District of Columbia, Florida, Idaho, Maine, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, Oklahoma, Oregon, Tennessee, Texas, Utah, Washington, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Olivia Gilson is a financial advisor currently registered with Morgan Stanley. Olivia has been in the industry since April 2022, and is licensed to practice in 53 states and the District of Columbia. Olivia holds the Series 7, 66 and SIE securities licenses. Olivia is also a registered Investment Advisor in California and Texas. Olivia works out of the Newport Beach, California office of Morgan Stanley.

SPECIALIZATIONS