Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cisco? Claim Your ProfileCisco Guzman is a financial advisor with Fidelity Personal And Workplace Advisors. Cisco has been in the financial services industry since June 2006. Cisco has experience in various financial firms including Kestra Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Frost Brokerage Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Cisco specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
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.
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
UT
01/12/2022 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
TX
09/02/2015 - 10/15/2021
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
07/30/2014 - 06/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
TX
04/26/2005 - 07/23/2013
FROST BROKERAGE SERVICES, INC. (AUSTIN TX)
MN
12/15/2004 - 03/17/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/2004 - 03/17/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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