Unclaimed
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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