Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Oleg Saitcevsky guerrero is a financial advisor with over 20 years of experience in the financial services industry. Carlos is currently registered with Ameriprise Financial Services, LLC, and previously worked with Intercam Securities, Inc., Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., and Coutts Securities Inc. Carlos specializes in asset allocation, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
FL
09/19/2022 - Present
Ameriprise Financial Services, LLC (MIAMI FL)
FL
04/22/2019 - 09/16/2022
INTERCAM SECURITIES, INC. (MIAMI FL)
FL
09/30/2016 - 04/24/2019
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 10/06/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
02/09/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
MA
04/26/2004 - 01/10/2006
SANTANDER SECURITIES (BOSTON MA)
FL
09/05/2002 - 04/30/2004
COUTTS SECURITIES INC. (MIAMI FL)
IA
Issued 11/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carlos Saitcevsky guerrero is the right advisor for you? Invested Better is here to help.
