Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alon? Claim Your ProfileAlon Ozer is an investment advisor representative with Omnia Family Wealth, LLC, located in Aventura, Florida. Alon is registered with the state of Florida and has been in the industry since 2018. Alon specializes in providing financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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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FL
09/25/2018 - Present
Omnia Family Wealth, LLC (AVENTURA FL)
IA
Issued 01/04/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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