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Olivia Turek Bakunas

With over ten years of solid experience in the financial markets, I break down complex financial problems to create effective & focused solutions that rapidly improve my clients portfolio profits.

Explore My Page
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01 About me

Welcome to my page, this is “Olivia Turek Bakunas”, licensed Investment Adviser & Stock Broker with 10+ years of experience. I have obtained 5+ brokerage examination certificates and 2k+ happy clients

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    State Licenses

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    Satisfied Clients

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    Years of experience

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02 Services

Providing Quality Financial Services For Individuals & Businesses

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Professional Financial Consulting

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Stock Brokerage & Diversification

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Family & Welfare Asset Advisory

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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Retirement Planning & Investing

My approach is rooted in gradually understanding the needs of my clients and translating those insights into innovative & practical financial solutions

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03 Olivia Turek Bakunas

4 Brokerage Examinations Registered & Passed

Oct 01, 2018

SIE - Securities Industry Essentials Examination

General Industry/Product Exams

Aug 18, 2014

Series 7 - General Securities Representative Examination

General Industry/Product Exams

Oct 03, 2014

Series 65 - Uniform Investment Adviser Law Examination

State Securities Law Exams

Sep 22, 2014

Series 63 - Uniform Securities Agent State Law Examination

State Securities Law Exams

04 Olivia Turek Bakunas

Work History

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2022 - Present (3 year)

DELAWARE DISTRIBUTORS, LP (CRD#:14232)

Registered Representative

2015 - 2021 (6 year)

NUVEEN SECURITIES, LLC (CRD#:469)

Broker,

Investment Adviser

2013 - 2015 (1 year)

TEACHERS PERSONAL INVESTORS SERVICES, INC. (CRD# 36130)

Broker,

Investment Adviser

2011 - 2013 (2 years)

FEF DISTRIBUTORS, LLC (CRD# 46585)

Broker,

Investment Adviser

2008 - 2011 (3 years)

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (CRD# 18353)

Investment Adviser

2007 - 2008 (< 1 year)

MORGAN STANLEY & CO., INCORPORATED (CRD# 8209)

Broker

2005 - 2007 (1 year)

MORGAN STANLEY DW INC. (CRD# 7556)

Broker

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S.R.O

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100
FINRA
100
NASDAQ
100
NYSE
100
Cboe Exchange
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05 Client Reviews

I am trusted by more than 2000+ Global Clients

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"Working with Olivia Turek was a game-changer for our business. Her ability to understand and rectify our exact financial problems exceeded our expectations and her dedication truly sets her apart."

Michael M. Johnson/ ceo & founder
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"I met Olivia Turek through a colleague of mine in California who had worked with her for over 8 years, She helped me accumulate quite a fortune on my portfolio and I can say that was one of the best decisions of my life."

Shannon Bruno/ real estate broker
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"I barely have time for work so I obviously had to get a financial advisor if I was ever going to be involved with trading and investments. I made a wonderful choice with Shannon Marie and seeing my portfolio profits accumulate consistently confirms it."

Janet S. Brugge/ professional stylist
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Hi, I am Olivia Turek Bakunas

Let’s Work Together

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Let's grow your portfolio

I’m Olivia Turek Bakunas, a Stock Broker & Financial Advisor
based in the US. I build immersive & functional investment
strategies for respective clients all over the world.

Email Address

contact@oliviaturekbakunas.com

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