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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marcelo francys? Claim Your ProfileMarcelo francys Domingues Oliveira is an investment advisor representative with Osaic Wealth, Inc. Marcelo has been in the financial services industry since May 2008. Marcelo holds a Series 6, Series 26, Series 63 and Series 65 license. Marcelo is registered with the following states: Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Washington, and Wisconsin. Marcelo is also registered as an investment advisor representative with Osaic Wealth, Inc. in California and Texas. Marcelo specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Marcelo is also involved with Pacific Financial Partners, a sole proprietorship where Marcelo provides financial services for existing clients.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/02/2023 - Present
Osaic Wealth, Inc. (LAFAYETTE CA)
CA
05/26/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (SAN JOSE CA)
CA
01/06/2012 - 06/04/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN JOSE CA)
CA
05/06/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CONCORD CA)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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