Managing Director@ Pacific Financial Partners
Lafayette, California, United States
Marcelo Oliveira
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Quinsigamond Community College
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FlashIntel GPTMarcelo Oliveira is a highly experienced professional with 16.1 years of work experience. He is skilled in the use of www.tfaconnects.com/oliveira www.finra.org and www.sipc.org. Marcelo has held various positions in renowned financial advisors, including Managing Director at Pacific Financial Partners and Investment Advisor Representative at John Hancock. He has also worked as a Registered Representative. Marcelo's expertise lies in general management, investment advisory, and financial services. He is based in the United States.
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About
www.tfaconnects.com/oliveira www.finra.org www.sipc.org · Transamerica Financial Advisors, Inc. and its Transamerica Financial Group Division (TFG), brings...
Work Experience
Managing Director
Financial Services
Marcelo Oliveira's Professional Milestones
- Investment Advisor Representative (2015-04-01~2018-11-01): Building strong relationships with clients through efficient financial planning and exceptional financial analysis.
- Investment Advisor Representative (2012-01-01~2015-05-01): Providing expertise in investment strategies and ensuring accurate financial reporting for client portfolios.
Education
Skill
Www
Certification
Colleagues
Luiz H. Boscardin, MBA, CRPS
ceo at pacific financial partners
Gregory Gendron
svp of supervision at pacific financial partners
Jed Chmara
chief operations officer at pacific financial partners
Gregory Gendron
svp of supervision at pacific financial partners
Garrett Vanneman, CFP®
Managing Director
Other Named Marcelo Oliveira
Frequently asked questions
We found 3 Marcelo Oliveira's email addresses
We found 1 Marcelo Oliveira's phone numbers
Marcelo Oliveira works for Pacific Financial Partners
Marcelo Oliveira's role in Pacific Financial Partners is Managing Director
Marcelo Oliveira works in the industry of Financial Services
Marcelo Oliveira's colleagues are Luiz H. Boscardin, MBA, CRPS,Gregory Gendron,Jed Chmara
Marcelo Oliveira's latest job experience is Managing Director at Pacific Financial Partners
Marcelo Oliveira's latest education in Quinsigamond Community College
