Felice Rosanne Olmos
Investment adviser representative at Financial Concepts
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Financial ConceptsJan 2020 to now
- UnemployedJun 2019 to Dec 2019
- Nicholas AirJul 2018 to May 2019
- UnemployedNov 2017 to Jun 2018
- United Exchange CorpMay 2017 to Oct 2017
- UnemployedSep 2014 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MS).
Financial Concepts
Legal name: Giraffes, Inc.
$1.1BAssets managed
2,537Clients
4Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7754264
- Firm CRD
- 157616