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Marcio Bogoricin Oliveira

Pimco Investments LLC

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About Marcio Bogoricin Oliveira

Marcio Bogoricin Oliveira is a financial advisor with Pimco Investments LLC. Marcio has been in the industry since 2009 and has a diverse background with previous experience at UBS Financial Services Inc., Allianz Global Investors Distributors LLC, and PIMCO INVESTMENTS LLC. Marcio is registered in California as a broker and has passed the Series 3, 7, and 63 exams. Marcio is also a registered representative with FINRA.

Firm Information

Marcio Oliveira is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Marcio Oliveira’s Registration & Firm History

NY

09/10/2013 - Present

Pimco Investments LLC (NEW YORK NY)

NY

02/14/2011 - 08/03/2011

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

04/14/2010 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NJ

01/01/2010 - 03/19/2010

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NY

04/11/2007 - 01/01/2010

UBS INTERNATIONAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2016

Series 3 - National Commodity Futures Examination

BC

Issued 09/10/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcio Bogoricin Oliveira.
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