Unclaimed
Ogieva Elias Guobadia is a financial advisor with D.a. Davidson & Co., a firm with a long history of providing financial services. Ogieva has over 15 years of experience in the financial industry and holds the Series 7, Series 63, Series 52TO, and Series 79TO licenses. Ogieva specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Previously Ogieva worked at PIPER SANDLER & CO., BB&T SECURITIES, LLC, SCOTT & STRINGFELLOW, LLC and HERBERT J. SIMS & CO. INC. Ogieva is registered to offer securities in 51 states and is dedicated to helping clients achieve their financial goals.
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.
1
2
TX
05/04/2022 - Present
D.a. Davidson & Co. (The Woodlands TX)
TX
08/20/2014 - 05/10/2022
PIPER SANDLER & CO. (THE WOODLANDS TX)
VA
01/02/2013 - 08/21/2014
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/21/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
TX
03/11/2008 - 03/21/2011
HERBERT J. SIMS & CO. INC. (THE WOODLANDS TX)
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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