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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga De value is a financial advisor with SVB Wealth, located in Palm Beach Gardens, Florida. Olga has over 25 years of experience in the financial services industry and is a Certified Financial Planner. She is registered with the state of Florida and has a strong track record of helping clients achieve their financial goals. Olga specializes in providing financial planning, wealth management, and investment advisory services to individuals, families, and businesses. She is committed to building long-term relationships with her clients and providing them with personalized financial guidance.
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.
Planned giving, family office, wealth planning
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.
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2
FL
02/17/2021 - Present
SVB Wealth (Palm Beach Gardens FL)
FL
05/09/2018 - 01/13/2021
PRUCO SECURITIES, LLC. (Port St. Lucie FL)
MA
03/25/2017 - 05/09/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
FL
04/11/2012 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
07/19/2010 - 03/08/2012
PLANMEMBER SECURITIES CORPORATION (PORT ST. LUCIE FL)
FL
02/11/2010 - 04/07/2010
CHASE INVESTMENT SERVICES CORP. (STUART FL)
FL
05/19/2009 - 02/17/2010
AXA ADVISORS, LLC (PORT ST. LUCIE FL)
TX
10/15/1997 - 06/01/2009
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/27/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 08/29/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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