Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eve? Claim Your ProfileEve M. Opland is a registered representative with Osaic Wealth, Inc., an investment advisor firm located in Scottsdale, AZ. Eve has been in the securities industry since March 19, 2014, and has held a number of registrations throughout her career. Eve is currently registered with the state of Wisconsin as an Investment Advisor Representative. Eve has passed the Series 66, Series 7 and the SIE exams. In addition to her work with Osaic Wealth, Inc., Eve has been involved in various other business ventures, including work with Klauke Investments & Insurance Services, SOS Collision Connection LLC and Securities America Advisors, Inc. Eve specializes in providing investment advice to individuals, businesses, pension and profit sharing plans, charitable organizations and high-net-worth individuals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (ONALASKA WI)
WI
12/01/2016 - 06/14/2024
SECURITIES AMERICA, INC. (ONALASKA WI)
WI
03/20/2014 - 12/01/2016
NEXT FINANCIAL GROUP, INC. (ONALASKA WI)
BOTH
Issued 04/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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