Zachary
Oleinik
Navy Federal Investment Services, LLC
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About this Advisor
Zachary Oleinik is a financial advisor based in Vienna, Virginia, working with Navy Federal Investment Services, LLC. Zachary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Navy Federal Brokerage Services, LLC, Navy Federal Brokeage Services, LLC, and Navy Federal Financial Group, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Zachary is part of Navy Federal Investment Services, LLC, which operates out of Vienna, Virginia. The firm has 70 offices and 151 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$1,472,814,495
151
6,072
$242,558
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Zachary Oleinik Work History
Navy Federal Brokerage Services, LLC
Navy Federal Brokeage Services, LLC
Navy Federal Financial Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Zachary Oleinik to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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