Unclaimed
Jewels Oliquiano is an investment advisor representative with Range Advisory, LLC. Jewels has been working in the financial services industry since 2012 and holds the Series 65 license. Jewels is also a Certified Financial Planner. Jewels has experience working at several firms including Bank of Hawaii, Brighton Jones, and Coldstream Wealth Management before joining Range Advisory, LLC. Jewels has a strong focus on financial planning, portfolio management for individuals, and publishing periodicals. Range Advisory, LLC provides investment advisory services to individuals, high-net-worth individuals, and other investment advisors. The firm has a team of nine investment advisor representatives and manages over $27 million in assets.
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.
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.
Membership dues
1
2
VA
02/09/2025 - Present
Range Advisory, LLC (MCLEAN VA)
IA
Issued 09/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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