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Olivier Chatelus

2 Years of Experience
Miami Lakes, FL
BrokerSells Insurance

Olivier Chatelus is a registered investment advisor, based in Miami Lakes, FL, with 2 years of industry experience.

Location

15500 New Barn Road, Suite 201, Miami Lakes, FL, 33014

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History

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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Other Business ActivitiesSells Insurance

Olivier works full-time as a financial consultant for Florida Financial Advisors, a registered investment advisor (RIA). He also dedicates a few hours per week to fixed insurance sales through Florida Financial Insurance and works full-time as a Registered Representative with Trinity Wealth Securities, LLC.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
December 2023 - Present · 2 yrs 5 mos
Florida Financial Advisors, LLC
July 2023 - Present · 2 yrs 10 mos
State Registrations4 states
FLNCNVTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Olivier Chatelus - Financial Advisor | TrueAdvisor