Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andre? Claim Your ProfileAndre Deoliveira is a financial professional who has been active in the industry since May 25, 2014. Andre is currently registered with MML Investors Services, LLC in Massachusetts. Andre is also registered in Arizona, California, Colorado, Connecticut, Georgia, Massachusetts, Texas, and Vermont. Prior to joining MML Investors Services, LLC, Andre was a registered representative with NYLIFE SECURITIES LLC. Andre holds Series 6, 7, 63, and 66 securities licenses. Andre holds a SIE license. Andre has a bachelor's degree in business administration from the University of Massachusetts, Amherst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
03/20/2019 - Present
MML Investors Services, LLC (BOSTON MA)
MA
06/16/2015 - 09/10/2018
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
09/18/2007 - 12/09/2008
NYLIFE SECURITIES LLC (HYANNIS MA)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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