Olivia Terry (CRD# 7189376) is an Investment Advisor Representative working at Midwest Capital Advisors, LLC in Grand Rapids, MI and has over 2 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Midwest Capital Advisors | Grand Rapids, MI | Oct 2023 - Current | < 1 |
| J.p. Morgan Securities LLC | Ada, MI | May 2021 - Oct 2023 | 2 |
| Jpmorgan Chase Bank, N.a. | Ada, MI | May 2021 - Oct 2023 | 2 |
| Unemployed | Grand Rapids, MI | Jan 2021 - Apr 2021 | < 1 |
| Hantz Financial Services, Inc. | Southfield, MI | Sep 2019 - Dec 2020 | 1 |
| Hantz Group | Southfeild, MI | Sep 2019 - Dec 2020 | 1 |
| Grand Valley State University | Allendale, MI | Aug 2018 - Dec 2020 | 2 |
| South Lyon Family Physicians | South Lyon, MI | Aug 2017 - Aug 2019 | 2 |
| Classic Fare Catering - Gvsu | Allendale, MI | Mar 2019 - May 2019 | < 1 |
| Starbucks | Allendale, MI | Aug 2018 - Jan 2019 | < 1 |
| Waldenwoods Resort & Conference | Hartland, MI | Mar 2018 - Aug 2018 | < 1 |
| Unemployed | Hartland, MI | Nov 2013 - Jul 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2021 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- MI
-
Total Assets Under Management947MILLIONS
-
Total Number of Accounts891ACCOUNTS
-
Average Account Value$1,063,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
- Other
IL, MI
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