Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph A. Oliveira is a financial professional with over 20 years of experience in the industry. Joseph is currently registered with Fidelity Brokerage Services LLC in Boston, MA. Prior to joining Fidelity Brokerage Services LLC, Joseph was employed with Fidelity Investments Institutional Services Company, Inc. in Smithfield, RI. Joseph holds the Series 6, 7, and 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Joseph is registered to conduct business in 51 states.
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.
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.
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MA
05/23/2008 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
RI
03/06/2000 - 10/27/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 06/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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