Olivia Katherine Queri

Current Employers

Employment History

• 03/2026 → 06/2026
  Cambridge Investment Research Inc
  Fairfield, IA
• 03/2026 → 06/2026
  Cambridge Investment Research Inc
  Fairfield, IA
• 02/2025 → 03/2026
  Paychex
  Rochester, NY
• 11/2024 → 11/2025
  Anthropologie
  Victor, NY
• 06/2024 → 11/2024
  Unemployed
  Victor, NY
• 01/2024 → 06/2024
  University Of New Hampshire
  Durham, NH
• 09/2020 → 12/2023
  University Of New Hampshire
  Durham, NH
• 06/2021 → 08/2022
  Cobblestone Country Club
  Victor, NY
• 09/2016 → 09/2020
  Victor High School
  Victor, NY
• 09/2014 → 09/2016
  Victor Junior High School
  Victor, NY
• 06/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Blue Horizon Equity, Inc.
  Fairport , NY
• 04/2026 → Present
  Omne Planning & Wealth Llc
  Pittsford, NY

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: OMNE PLANNING & WEALTH LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES, INSURANCE AGENCY, WEALTH MANAGEMENT START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 3. NAME OF OTHER BUSINESS: ITRUST ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE DUTIES TO FINANCIAL ADVISORS 4. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. - CRD# 341095; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISER REPRESENTATIVE; START DATE: 7/2026; APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: NON-PRODUCING / ADMINISTRATIVE ROLE; 5.NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BROKER DEALER START DATE: 06/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: Provide administrative support on a Broker Dealer platform for retail clients.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-18