Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelino? Claim Your ProfileMarcelino Oliveri is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Etters, Pennsylvania. Marcelino has been in the financial services industry for over 9 years. He is registered in Delaware, Florida, Georgia, Illinois, Maryland, North Carolina, Pennsylvania, South Carolina and Virginia. Marcelino specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. He also provides hourly and fixed rate consultations and educational seminars. Marcelino is a registered representative with Raymond James Financial Services, Inc. and an associate with Fulton Bank.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/12/2022 - Present
Raymond James Financial Services Advisors, Inc. (Etters PA)
BOTH
Issued 09/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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