Alfredo Oliva is a financial advisor at Advisuite with Series 63 and Series 66 credentials and over 50 years of industry experience. His prior work includes roles at Kovack Securities, Kovack Advisors, Next Financial Group, Southern Trust Securities Asset Management, Tradepro Securities, and A.G. Edwards & Sons. Outside of his advisory work, he is a partner at Inverluxe Global Asset Management, providing investment advisory and portfolio management services. Advisuite, operating as Neo Alliance, offers investment advisory and portfolio management to pooled vehicles, institutions, and other entities. The firm employs a client-specific, multi-asset approach that incorporates third-party research, internal due diligence, and sub-advisory arrangements.

Alfredo Oliva Jr. is a CFP® professional with 28 years of industry experience. He is currently with Advisuite and has held roles at Kovack Securities, Kovack Advisors, Next Financial Group, HSBC Securities, Tradepro Securities, Raymond James Financial Services, and A. G. Edwards & Sons. Advisuite, operating as Neo Alliance, provides investment advisory and portfolio management services primarily to pooled vehicles, institutions, and other entities, utilizing a multi-asset approach that incorporates third-party research and internal due diligence. The firm features both discretionary and non-discretionary management and distinguishes itself by working with sub-advisors and compensating referral agents.