Olivia Giordano
CRD Number: 7658603Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Olivia Giordano (CRD# 7658603) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Federal Way, WA and has 1 year of experience in the finance industry.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Bank Of America, N.a. | Federal Way, WA | Jan 2023 - Current | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Federal Way, WA | Dec 2020 - Current | 3 |
Bank Of America | Des Moines, WA | Dec 2020 - Nov 2022 | 1 |
Starbucks | Kent, WA | Sep 2020 - Nov 2020 | < 1 |
Unemployed - Covid 19 | Des Moines, WA | Mar 2020 - Sep 2020 | < 1 |
Alaska Airlines | Seatac, WA | Nov 2019 - Mar 2020 | < 1 |
Unemployed - Stay Home Mom | Des Moines, WA | Jun 2019 - Nov 2019 | < 1 |
Citibank | Jacksonville, FL | Oct 2018 - Jun 2019 | < 1 |
Baptist Health | Jacksonville, FL | Dec 2017 - Sep 2018 | < 1 |
Comcast Corp | Jacksonville, FL | Aug 2017 - Nov 2017 | < 1 |
Unemployed - School | Jacksonville, FL | Feb 2015 - Aug 2017 | 2 |
Publix Supermarkets | Jacksonville, FL | Aug 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- TX
- WA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.