Marcelo Francys Oliveira, financial advisor San Jose CA
93 score

Marcelo Francys Oliveira

CRD Number: 5502891
Current Firm: Signator Investors, Inc.

Marcelo Francys Oliveira (CRD# 5502891) is an Investment Advisor Representative working at Signator Investors, Inc. in San Jose, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Sii San Jose, CA May 2015 - Current 1
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
Heartwood Palo Alto, CA Jul 2011 - Oct 2012 1
Investment Advisors International, Inc. Concord, CA Jul 2010 - Jan 2012 1
World Group Securities, Inc. Concord, CA Mar 2008 - Jan 2012 3
Home Loan Preservation Del Mar, CA Dec 2008 - Jul 2009 < 1
Brokaw Capital Funding San Jose, CA Jan 2008 - Mar 2009 1
Seeking Employment San Jose, CA Dec 2007 - Jan 2008 < 1
Direct Tv El Segundo, CA Apr 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Marcelo Francys D. Oliveira
Phone Number: 800-543-6611
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,196
    MILLIONS
  • Total Number of Accounts
    25,384
    ACCOUNTS
  • Average Account Value
    $86,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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