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Jewels Agustin Oliquiano

Range Advisory, LLC

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About Jewels Agustin Oliquiano

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.

Firm Information

Jewels Oliquiano is currently registered with Range Advisory, LLC. Range Advisory, LLC is an investment advisor based in McLean, Virginia. The firm provides financial planning, portfolio management for individuals, and publication of periodicals. They primarily serve individuals, both high-net-worth and non-high-net-worth, with a total of 698 clients and $27.2 million in regulatory assets under management.
Range Advisory, LLC

8350 BROAD STREET

MCLEAN, VA 22102

$27.20M

Assets Under Management

639

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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other

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Jewels Oliquiano’s Registration & Firm History

VA

02/09/2025 - Present

Range Advisory, LLC (MCLEAN VA)

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Licenses & Designations

IA

Issued 09/05/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jewels Agustin Oliquiano.
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