Serapio Alberto Oliveira

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 04/2019
  First Command
  El Paso, TX
• 01/2017 → 02/2017
  Unemployed
  El Paso, TX
• 01/2014 → 12/2016
  Us Army Awg (Pacific Architects And Engineering)
  Fort Meade, MD
• 04/2019 → 03/2021
  Raymond James & Associates, Inc.
  El Paaso, TX
• 03/2021 → Present
  Raymond James Financial Services, Inc.
  Casa Grande, AZ
• 03/2021 → Present
  Raymond James Financial Services Advisors, Inc
  Casa Grande, AZ

Previous Registrations

• 2019-04-01 → 2021-04-06
  Raymond James & Associates, Inc.
  El Paso, TX
• 2017-09-08 → 2019-02-15
  First Command Advisory Services
  El Paso, TX
  Fort Worth, TX

Other Businesses

(1)Name of Business: Three Old Guys Hobbies and Games Address: 2369 E. Durango Drive, Casa Grande, AZ, 85194, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of 3 person online business responsible for providing guidance and direction to the co-owners in the areas of marketing, advertising and product research

Exams

• S66 Uniform Combined State Law Examination
  2017-07-17

Other Names

• Al Nmn Oliveira