Years of Experience
5-20+ Years
BOCA RATON, FL
24 Years Experience
0 Disclosures
ADVISOR BIO
Ofer Levy is a financial advisor with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Ofer has a strong track record of success in helping clients achieve their financial goals. Ofer's primary focus is on portfolio management for individuals and businesses. Ofer also provides financial planning, pension consulting, and educational seminars. Ofer holds the Series 7, 24, 63 and 66 licenses and has a Bachelor's degree in Business Administration from the University of Florida.
SPECIALIZATIONS
PALM BEACH, FL
26 Years Experience
1 Disclosures
ADVISOR BIO
Ogden Timpson is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Ogden has been in the financial services industry since 1999. Ogden has a Series 66, Series 7 and SIE license. Currently, Ogden provides financial services through the following state registrations: Alabama, Alaska, Arizona, California, Connecticut, District of Columbia, Florida, Idaho, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virgin Islands, Virginia, and Washington.
SPECIALIZATIONS
ST. PETERSBURG, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Oksana Nelson is a financial advisor with over 8 years of experience in the financial services industry. Oksana is currently registered with Raymond James & Associates, Inc. and has a Series 7, Series 24, Series 66, and Series 99TO. Oksana previously worked at Raymond James Financial Services, Inc. and Raymond James & Associates, Inc.. Oksana provides financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisers.
SPECIALIZATIONS
PLANTATION, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Oleida Feliz is a registered representative with J.P. Morgan Securities LLC in Plantation, Florida. Oleida has been in the financial industry since November 2022. She is a Series 6TO and SIE licensed advisor and has experience in providing financial advice to individuals and businesses.
SPECIALIZATIONS
Tampa, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Oleksandra Droval is a registered representative with Morgan Stanley. Oleksandra has been in the industry for over 2 years. Oleksandra is registered in 53 states and the District of Columbia, and is also registered with FINRA. Oleksandra holds a Series 7TO, Series 63, and SIE license. Oleksandra also has experience in real estate, working as a real estate broker/agent. Oleksandra provides a variety of services including financial planning, portfolio management, and asset allocation advice.
SPECIALIZATIONS
CORAL SPRINGS, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Olesea Baker is a financial advisor at J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management and a client base of over 262,000 individuals. Olesea has a Series 6TO and SIE license and is registered to provide financial advice in Florida. Olesea has worked in the financial industry since October 2022. Olesea's specialties include: Individual Retirement Accounts (IRAs), Annuities, Variable Annuities, Mutual Funds, and Stocks. Olesea is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
Aventura, FL
6 Years Experience
0 Disclosures
ADVISOR BIO
Olesia Rasiuk is a registered investment advisor representative with Morgan Stanley. Olesia has been in the industry since 2017 and has been registered with the state of Florida since 2019. Olesia has also been registered with the state of Texas since 2024. Olesia holds Series 7 and 66 licenses, as well as a SIE license. Olesia is also registered with the Financial Industry Regulatory Authority (FINRA). Olesia's current firm, Morgan Stanley, manages over $1.4 trillion in assets and serves clients including individuals, high-net-worth individuals, institutions, and corporations. Olesia provides a range of financial advisory services, including investment management, financial planning, and pension consulting.
SPECIALIZATIONS
Palm Beach Gardens, FL
0 Disclosures
ADVISOR BIO
Olga 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.
SPECIALIZATIONS
BOCA RATON, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Olga Agocs is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Olga is a registered representative and investment advisor representative in Florida. Olga has been in the securities industry for over 10 years. Olga is also a registered representative with Wells Fargo Clearing Services, LLC. Olga has worked with various financial institutions, including JPMorgan Securities LLC and NYLIFE Securities LLC. Olga has experience in portfolio management, financial planning, and investment consulting services.
SPECIALIZATIONS
Aventura, FL
8 Years Experience
0 Disclosures
ADVISOR BIO
Olga Khaitova is a financial advisor with over six years of experience in the industry. Olga is currently registered with Morgan Stanley and holds a Series 7TO, Series 6, Series 63, and Series 66 license. Previously, Olga worked as a financial advisor with Fidelity Brokerage Services LLC, Morgan Stanley, and JP Morgan Securities LLC. Olga's areas of specialization include financial planning, pension consulting, and portfolio management. Olga provides services for a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Olga has a strong track record of success in helping her clients achieve their financial goals.
SPECIALIZATIONS