Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andres? Claim Your ProfileAndres Guzman is a financial advisor with Portside Wealth Group, LLC. Andres has been in the financial industry for over 10 years. Andres holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Andres has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Andres specializes in financial planning, portfolio management, and pension consulting. Prior to joining Portside Wealth Group, Andres worked at Baker Tilly Capital, LLC, Northwestern Mutual Investment Services, LLC, and Charles Schwab & Co., Inc.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/15/2024 - Present
Portside Wealth Group, LLC (Newport Beach CA)
WI
02/08/2023 - 04/22/2024
BAKER TILLY CAPITAL, LLC (MADISON WI)
CA
06/29/2022 - 09/07/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manhattan Bch CA)
CA
10/01/2014 - 05/21/2022
CHARLES SCHWAB & CO., INC. (Los Angeles CA)
IL
07/26/2013 - 06/10/2014
MORGAN STANLEY (CHICAGO IL)
BOTH
Issued 08/23/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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