Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfredo? Claim Your ProfileAlfredo Oliva is a registered representative with Kovack Advisors, Inc. and has been in the industry since October 1998. Alfredo has a strong background in providing financial advice to individuals, corporations, and high-net-worth clients. Alfredo's previous experience includes working at Latin Securities Inc., Kovack International Wealth Management, Inc., Next Financial Group, Inc., HSBC Securities (USA) Inc., Capital Investment Services, Inc., Raymond James Financial Services, Inc., and A. G. Edwards & Sons, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
FL
02/09/2022 - 11/02/2022
LATIN SECURITIES INC. (MIAMI FL)
FL
12/15/2016 - 10/27/2021
KOVACK INTERNATIONAL WEALTH MANAGEMENT, INC. (MIAMI FL)
FL
04/11/2008 - 06/20/2011
NEXT FINANCIAL GROUP, INC. (MIAMI FL)
FL
10/30/2006 - 04/17/2008
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
07/07/2005 - 10/09/2006
CAPITAL INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
02/28/2003 - 07/07/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/02/1998 - 03/06/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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