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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Oliveira is an investment advisor representative. Matthew Oliveira is registered with and employed by Global Retirement Partners LLC in Attleboro, MA. The firm’s main office is located at 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903. Matthew Oliveira has been in the securities industry for over 1 year. Matthew Oliveira has passed the Series 66, Series 7TO, and SIE exams. Matthew Oliveira is registered with the following states: Florida, Massachusetts, and Rhode Island. Matthew Oliveira is also registered with the following SROs: FINRA. The firm's primary business is providing advisory services to individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. The firm's services include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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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CA
11/10/2023 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MA
11/09/2022 - 11/13/2023
NYLIFE SECURITIES LLC (WALTHAM MA)
BOTH
Issued 02/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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