Olivia Katherine Queri
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Blue Horizon Equity, Inc.Jul 2026 to now
- Cetera Wealth Services, LLCJun 2026 to now
- Omne Planning & Wealth LLCApr 2026 to now
- Cambridge Investment Research IncMar 2026 to Jun 2026
- PaychexFeb 2025 to Mar 2026
- AnthropologieNov 2024 to Nov 2025
- UnemployedJun 2024 to Nov 2024
- University of New HampshireJan 2024 to Jun 2024
- Cobblestone Country ClubJun 2021 to Aug 2022
- University of New HampshireSep 2020 to Dec 2023
- Victor High SchoolSep 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Blue Horizon Equity, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7270548
- 341095