Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Ovadias is a financial advisor at Wells Fargo Advisors Financial Network, LLC. June has been in the financial industry since 2011 and is registered with FINRA. June has been working with clients in Florida since 2014 and currently works at the Jupiter, FL branch of Wells Fargo Advisors Financial Network, LLC. June focuses on individual and business clients. June has a Series 7 license, which is required to be able to trade securities, and the SIE exam, which is required for all brokers and investment advisers. June also has the Series 63 license, which allows her to provide investment advice in multiple states.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/26/2024 - Present
Wells Fargo Advisors Financial Network, LLC (JUPITER FL)
FL
01/10/2014 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)
FL
12/01/2011 - 01/16/2014
MORGAN STANLEY (NORTH PALM BEACH FL)
BC
Issued 10/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure June Ovadias is the right advisor for you? Invested Better is here to help.
