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Victoria Elizabeth De oliveira

Schwab Wealth Advisory, Inc.

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About Victoria Elizabeth De oliveira

Victoria De Oliveira is a financial advisor with Schwab Wealth Advisory, Inc. Victoria has been in the industry since 2017 and has a wide range of experience in the financial services industry. Victoria holds FINRA Series 63, 66, 7 and SIE licenses. Victoria is licensed in Arizona and Texas. Victoria is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Victoria De oliveira is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Victoria De oliveira’s Registration & Firm History

AZ

12/10/2020 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

TX

05/10/2019 - 11/12/2020

J.P. MORGAN SECURITIES LLC (PLANO TX)

TX

11/08/2018 - 01/28/2019

FROST BROKERAGE SERVICES, INC. (DALLAS TX)

UT

05/25/2016 - 01/26/2017

E*TRADE SECURITIES LLC (SANDY UT)

UT

11/19/2015 - 05/16/2016

TD AMERITRADE, INC. (SALT LAKE CITY UT)

UT

11/21/2014 - 04/28/2015

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/26/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Victoria Elizabeth De oliveira.
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