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Omar M Olivieri
OMAR MICHAEL OLIVIERI
CRD#: 6306275
IA
B
PNC INVESTMENTSCRD#: 129052 289 ROUTE 18 SOUTH
EAST BRUNSWICK, NJ 08816
EAST BRUNSWICK, NJ 08816
0
Disclosures
10
Years of Experience
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State Registrations
B
Florida 5/9/2023
B
New York 5/9/2023
B
New Jersey 5/2/2023
B
Oregon 5/7/2024
IA
New Jersey 5/3/2023
B
Pennsylvania 5/9/2023
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 5/3/2023
B
Registered with this firm since 5/2/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/20/2018 - 04/27/2023 | Westmont, NJ | |
B | 02/28/2018 - 04/27/2023 | Westmont, NJ | |
B | 07/22/2014 - 03/08/2018 | BOUND BROOK, NJ | |
B | 04/17/2014 - 07/08/2014 | NEW YORK, NY |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.