Olivia Bakunas is a registered investment advisor, based in Philadelphia, PA, with 20 years of industry experience.
Location
610 Market Street, Philadelphia, PA, 19106
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Olivia is a co-owner of Green Village Services, a trucking and transport logistics company, since 2021. She oversees the business to ensure optimal efficiency, dedicating minimal time to this activity.
Employment History
Current Registrations
Nomura Investment Management Business Trust
January 2022 - Present · 4 yrs 6 mos
Delaware Distributors, L.P.Broker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Nuveen Asset Management, LLC
June 2015 - December 2021 · 6 yrs 6 mos
Nuveen Securities, LLCBroker
April 2015 - December 2021 · 6 yrs 8 mos
Teachers Personal Investors Services, INC.Broker
September 2013 - March 2015 · 1 yr 6 mos
Fef Distributors, LLCBroker
August 2011 - August 2013 · 2 yrs
Prudential Investment Management Services LLCBroker
April 2008 - August 2011 · 3 yrs 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
October 2005 - April 2007 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.