Serapio Oliveira
Serapio Oliveira is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Casa Grande, AZ, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Casa Grande, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Serapio is the owner/proprietor of Three Old Guys Hobbies and Games, a three-person online business. He provides guidance and direction to the co-owners in marketing, advertising, and product research, dedicating minimal time to this venture.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.Broker
State Registrations53 states
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