Serapio Oliveira (CRD# 6766608) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Casa Grande, AZ and has over 6 years of experience in the finance industry.
CRD# 5740339
Northwestern Mutual Investment Services,llc
CRD# 4643411
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6684198
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Scottsdale, AZ | Mar 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale, AZ | Mar 2021 - Current | 3 |
| Raymond James & Associates, Inc. | El Paaso, TX | Apr 2019 - Mar 2021 | 1 |
| First Command | El Paso, TX | Mar 2017 - Apr 2019 | 2 |
| Unemployed | El Paso, TX | Jan 2017 - Feb 2017 | < 1 |
| Us Army Awg (pacific Architects And Engineering) | Fort Meade, MD | Jan 2014 - Dec 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- AZ
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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