Marcelo Francys OliveiraCRD 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 9 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Sii||San Jose, CA||May 2015 - Current||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|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Total Assets Under Management5,538MILLIONS
Total Number of Accounts29,854ACCOUNTS
Average Account Value$185,489
- 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, 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, WY
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