Marcelo Francys Oliveira (CRD# 5502891) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lafayette, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | San Jose, CA | Nov 2018 - Current | 5 |
| Sii | San Jose, CA | May 2015 - Nov 2018 | 3 |
| Uber Technologies | San Francisco, CA | Aug 2014 - May 2015 | < 1 |
| Transamerica Financial Advisors, Inc. | San Jose, CA | Jan 2012 - May 2015 | 3 |
| Los Gatos-saratoga Community Education & Recreation | Los Gatos, CA | Feb 2010 - May 2015 | 5 |
| World Financial Group | San Jose, CA | Jan 2008 - May 2015 | 7 |
| Safe Guard Health Plans, Inc. | New Port Richey, FL | Apr 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2010 |
- CA
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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