Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Avdaev is a financial advisor with LPL Financial LLC, a firm with over 463 billion dollars in assets under management. Olga has been a registered representative for over 12 years, providing financial advice to individuals, families, and businesses. Olga is licensed in 33 states and holds Series 7, 63, and 65 licenses. Olga is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
03/31/2021 - Present
LPL Financial LLC (DENVILLE NJ)
NJ
04/04/2016 - 01/30/2017
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
03/14/2011 - 12/10/2015
SHUFRO, ROSE & CO., LLC (NEW YORK NY)
IA
Issued 03/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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