Unclaimed
Fernanda Da silva Oliveira is an investment advisor representative with Aliya Capital Partners LLC. Fernanda is also registered as an investment advisor in Florida. Fernanda has been in the industry for over 6 years and has experience working with JPMorgan Chase Bank NA and JPMorgan Securities LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
01/01/2025 - Present
Aliya Capital Partners LLC (MIAMI FL)
FL
04/14/2023 - 06/20/2024
LESTE USA (MIAMI FL)
FL
11/04/2017 - 11/12/2022
J.P. MORGAN SECURITIES LLC (Miami FL)
IA
Issued 06/05/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Fernanda Oliveira is the right advisor for you? Invested Better is here to help.