Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Serapio? Claim Your ProfileSerapio Alberto Oliveira is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Casa Grande, Arizona. Serapio has been in the financial industry since October 20, 2017. Serapio has Series 7 and Series 66 licenses and is registered in 53 states and the District of Columbia. In addition to working with Raymond James & Associates, Inc., Serapio previously worked with First Command Financial Planning, Inc. and the US Army. Serapio is also the owner of a small online business, "Three Old Guys Hobbies and Games." Serapio specializes in providing a variety of advisory services to individuals, businesses, and organizations including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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
AZ
04/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Casa Grande AZ)
TX
04/01/2019 - 04/06/2021
RAYMOND JAMES & ASSOCIATES, INC. (EL PASO TX)
TX
09/07/2017 - 02/15/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (EL PASO TX)
BOTH
Issued 07/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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