Olga Ismail
Head of Retirement Plan Consulting at Provenance Wealth Advisors
- Role
- Retirement Consultant, Pwc Branch Associate, Rjfs at Provenance Wealth Advisors
- Location
- Hialeah, FL, US
- LinkedIn followers
- 500 followers
About Olga Ismail
Securities are offered through PWA Securities, LLC, registered broker/dealer, member…
Experience
Retirement Consultant, Pwc Branch Associate, Rjfs
Nov 2014 — Present
Our team of experienced planners carefully evaluate each clients\' personal financial situation and their family obligations against a backdrop of their long and short term goals.Provenance Wealth Advisors is an independent practice. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC.Provenance Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial ServicesInvestment advisory services and financial planning services are offered through Raymond James Financial Services Advisors, Inc. and Provenance Wealth Advisors, a Registered Investment Advisor.For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.
Education
Nova Southeastern University
Master's degree, Education
1989 — 1991
Skills
- 401k
- Employee Benefits
- Financial Analysis
- Strategy
- Financial Planning
- Public Speaking
- Social Media
- New Business Development
- Series 63
- Retirement Planning
- Retirement
- Strategic Planning
- Wealth Management
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