Michael Oliva Email & Phone Number
Managing Director | Wealth Advisor @ LPL Financial
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Michael Oliva Location
- Naples, FL, US
Michael Oliva Work
- 2024 -now Managing Director | Wealth Advisor @
- 2023 -2024 Managing Director| Financial Advisor @
- 2016 -2023 First Vice President | Financial Advisor @
- 2011 -2016 Financial Advisor @
- 2008 -2010 Financial Representative @
- 2003 -2008 Mortgage Planner @ Benchmark Home Mortgage
Michael Oliva Education
- Universidad Nacional Autónoma de Honduras 1992-1997
Michael Oliva Skills
- Residential Mortgages
- Finance
- Wealth
- Risk Management
- Financial Analysis
- Financial Services
- Customer Service
- Estate Planning
- Microsoft Excel
- Strategic Planning
- Insurance
- Retirement Planning
- Investments
- Wealth Distribution
- Sales
- Retirement
- Series 7
- Asset Management
- Fixed Annuities
Michael Oliva Summary
- Michael Oliva, based in Naples, FL, US, is currently a Managing Director | Wealth Advisor at LPL Financial. Michael Oliva brings experience from previous roles at Ameriprise Financial Services, LLC, Morgan Stanley, Wells Fargo Advisors, LLC and Northwestern Mutual. Michael Oliva holds a 1992 - 1997 Universidad Nacional Autónoma de Honduras. With a robust skill set that includes Residential Mortgages, Finance, Wealth, Risk Management, Financial Analysis and more. Michael Oliva has 1 emails and 1 mobile phone numbers on RocketReach.
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