Matthew Oliveira (CRD# 7556128) is an Investment Advisor Representative working at Global Retirement Partners LLC in Attleboro, MA and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Attleboro, MA | Nov 2023 - Current | < 1 |
| Global Retirement Partners, LLC | San Rafael, CA | Nov 2023 - Current | < 1 |
| Eagle Strategies LLC | Waltham, MA | Feb 2023 - Nov 2023 | < 1 |
| Nylife Securities LLC | Waltham, MA | Oct 2022 - Nov 2023 | 1 |
| New York Life Insurance Company | Waltham, MA | Jun 2022 - Nov 2023 | 1 |
| Unemployed | North Attleboro, MA | Dec 2021 - Jun 2022 | < 1 |
| Providence Equity Partners | Providence, RI | Nov 2019 - Dec 2021 | 2 |
| Cvs Health | Cumberland, RI | Jul 2018 - Nov 2019 | 1 |
| Rhode Island College | Providence, RI | Sep 2015 - Jul 2018 | 2 |
| Mini-systems Inc. | North Attleboro, MA | Aug 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- RI
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Total Assets Under Management140,721MILLIONS
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Total Number of Accounts28,908ACCOUNTS
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Average Account Value$4,867,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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