Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Manuel Oliveira is a financial advisor with over 20 years of experience. Carlos is currently registered with Cambridge Investment Research Advisors, Inc. in Massachusetts and has been with the firm since 2011. Prior to Cambridge Investment Research Advisors, Inc., Carlos worked at Investors Capital Corp. and Commonwealth Financial Network. Carlos is a Series 7, Series 6, Series 63, and Series 65 licensed advisor. Carlos specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors to individuals, businesses, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (FALL RIVER MA)
MA
02/16/2005 - 07/15/2011
INVESTORS CAPITAL CORP. (FALL RIVER MA)
MA
03/13/2000 - 02/16/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
OH
01/15/1998 - 03/10/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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