Kelly Oliver

Wealth Manager at Lido Advisors, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Washington, District of Columbia, United States, US
Skills

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Bio

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Credentials

  • Series 66
    FINRA
    Aug, 2021
    - Nov, 2024
  • Series 7 License
    FINRA
    Jun, 2021
    - Nov, 2024
  • SIE
    FINRA
    Oct, 2018
    - Nov, 2024
  • Series 6 License
    FINRA (Financial Industry Regulatory Authority)
    Aug, 2017
    - Nov, 2024
  • Series 63 License
    FINRA (Financial Industry Regulatory Authority)

Experience

  • Lido Advisors, LLC
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Wealth Manager
      • Jan 2023 - Present

  • COPE CORRALES
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Advisor
      • Feb 2020 - Jan 2023

  • Chevy Chase Trust
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Trust Officer
      • Jan 2019 - Jan 2020

      - Managed book of business of 300+ accounts worth over $1 billion - Developed and maintained relationships with investment, operations, and other specialists to ensure clients’ needs are met - Coordinated legal, tax, and financial services, and ensure compliance with bank and government regulations - Managed book of business of 300+ accounts worth over $1 billion - Developed and maintained relationships with investment, operations, and other specialists to ensure clients’ needs are met - Coordinated legal, tax, and financial services, and ensure compliance with bank and government regulations

  • Northwestern Mutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2016 - Oct 2018

      Helped individuals, families, and businesses achieve greater financial security and growth through effective financial strategies. Helped individuals, families, and businesses achieve greater financial security and growth through effective financial strategies.

Education

  • Florida State University
    Bachelor’s Degree, Business Administration and Management, General
    2012 - 2017

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