Francisco A Olarte

Current Employers

Employment History

• 02/2019 → Present
  Woodbury Financial
  Manhasset, NY
• 09/2018 → 02/2019
  Unemployed
  Jamaica, NY
• 02/2012 → 09/2018
  Capital One Bank
  Jamaica, NY
• 05/2019 → 01/2024
  Woodbury Financial Services Inc
  Manhasset, NY
• 01/2024 → Present
  Osaic Wealth, Inc.
  Manhasset, NY

Previous Registrations

• 2019-07-30 → 2024-01-19
  Woodbury Financial Services, Inc.
  Manhasset, NY
  Manhasset, NY

Other Businesses

1. SHR WEALTH MANAGEMENT POSITION: Investment Representative NATURE: SHR Wealth Management LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 02/04/2019 ADDRESS: 1615 Northern Blvd Suite 405, Manhasset NY 11030, United States DESCRIPTION: I am an investment representative working at this office branch. My duties are to manage client`s assets by recommending various investment products and building relationships. 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Self INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 1615 Northern Blvd Ste 405, Manhasset NY 11030, United States DESCRIPTION: notarize signature on forms

Exams

• S66 Uniform Combined State Law Examination
  2019-07-24