Unclaimed
Jorge Olivella is a financial professional with over 12 years of experience in the industry. Jorge holds a Series 7, Series 24, Series 31, Series 65, and Series 66 license. Jorge is currently registered with KKR Capital Markets LLC and has previously worked with BlackRock Investments, LLC, Neuberger Berman LLC, and Aberdeen Fund Distributors, LLC.
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.
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.
1
2
FL
12/12/2022 - Present
KKR Capital Markets LLC (Miami FL)
FL
04/20/2016 - 09/20/2022
BLACKROCK INVESTMENTS, LLC (MIAMI FL)
NY
10/29/2013 - 04/26/2016
NEUBERGER BERMAN LLC (NEW YORK NY)
FL
09/09/2010 - 10/28/2013
ABERDEEN FUND DISTRIBUTORS, LLC (MIAMI FL)
IA
Issued 01/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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