Olga Lidia De Value

Current Employers

Employment History

• 07/2016 → 05/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 05/2018
  Mml Investors Services, Llc
  West Palm Beach, FL
• 05/2018 → 01/2021
  The Prudential Insurance Company Of America
  Port St. Lucie, FL
• 05/2018 → 01/2021
  Pruco Securities, Llc
  Port St. Lucie, FL
• 02/2021 → Present
  Boston Private Wealth Llc
  Palm Beach Gardens, FL
• 03/2023 → Present
  First Citizens Bank & Trust
  Raleigh, NC

Previous Registrations

• 2018-07-13 → 2021-01-13
  Pruco Securities, Llc.
  Port St. Lucie, FL
  West Palm Beach, FL
• 2017-03-25 → 2018-05-09
  Mml Investors Services, Llc
  Port St. Lucie, FL
  West Palm Beach, FL
• 2012-04-23 → 2017-03-25
  Msi Financial Services, Inc.
  Port St. Lucie, FL
  Orlando, FL
  Fort Lauderdale, FL
  Orlando, FL
  West Palm Beach, FL
• 2003-02-07 → 2009-06-01
  Valic Financial Advisors, Inc.
  Boca Raton, FL
  West Palm Beach, FL

Other Businesses

First Citizens Bank & Trust; 4300 Six Forks Rd. Raleigh, NC 27609; Began 03/27/2023; Client Service Specialist; 40 hours/month during trading hours. Investment Related; Duties are client service of banking products; First Citizens Bank & Trust is the parent company of SVB Wealth. Compensation is salary paid by First Citizens Bank & Trust. No direct compensation received from SVB Wealth.

Designations

Other Names

• Olga Lidia Holmes
• Olga Lidia Garcia
• Olga Lidia Devalue