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Alfredo Oliva Jr

Alfredo Oliva

ADVISUITE
CORAL GABLES, FL
Some features on this profile are disabled
CRD#: 3083002
Alfredo Oliva Jr
Alfredo Oliva JrADVISUITE

Professional summary

Alfredo Oliva Jr, CFP®, who also goes by Alfie Oliva, Alfredo Oliva Jr, Alfredo Oliva, is a registered financial advisor currently at ADVISUITE located in Coral Gables, Florida.

Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Alfredo has worked at 9 firms and has passed the Series 66, Series 63, Series 82TO, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Alfie Oliva | Alfredo Oliva Jr | Alfredo Oliva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alfredo Oliva Jr's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

August 22, 2025 - Present

ADVISUITE

RIA
CRD#: 329395
CORAL GABLES, FL
Past

February 9, 2022 - November 2, 2022

LATIN SECURITIES INC.

BD
CRD#: 164117
MIAMI, FL
Past

December 15, 2016 - October 27, 2021

LATIN SECURITIES INC.

BD
CRD#: 164117
MIAMI, FL
Past

July 5, 2011 - July 22, 2026

KOVACK ADVISORS, INC.

RIA
CRD#: 140808
Fort Laderdale, FL
Past

June 20, 2011 - December 31, 2025

KOVACK SECURITIES INC.

BD
CRD#: 44848
Fort Lauderdale, FL
Past

April 15, 2008 - June 20, 2011

NEXT FINANCIAL GROUP, INC.

RIA
CRD#: 46214
MIAMI, FL
Past

April 11, 2008 - June 20, 2011

NEXT FINANCIAL GROUP, INC.

BD
CRD#: 46214
MIAMI, FL
Past

November 7, 2006 - April 17, 2008

HSBC SECURITIES (USA) INC.

RIA
CRD#: 19585
MIAMI, FL
Past

October 30, 2006 - April 17, 2008

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
MIAMI, FL
Past

July 21, 2005 - October 9, 2006

TRADEPRO SECURITIES, LLC.

RIA
CRD#: 103781
CORAL GABLES, FL
Past

July 7, 2005 - October 9, 2006

TRADEPRO SECURITIES, LLC.

BD
CRD#: 103781
CORAL GABLES, FL
Past

April 15, 2003 - July 7, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
CORAL GABELS, FL
Past

February 28, 2003 - July 7, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

October 7, 1998 - March 6, 2003

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CORAL GABLES, FL
Past

October 2, 1998 - March 6, 2003

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/8/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/24/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 1/2/2023
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/10/2004
General Securities Principal Examination

Current Firm

AD
ADVISUITE
ADVISUITE | NEO ALLIANCE LLC

CRD#: 329395 / SEC#:

Florida
Registered Investment Advisory firm - (11/19/2024 Approved)
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Contact information

Main Address
Miami, FL
Mailing Address
Phone number
(305) 421-6300
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

Red Flags

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Company Information

ADVISUITE

CRD#: 329395Coral Gables, FL

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