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Esteven Ladron de guevara is an investment advisor representative registered with Bison Advisors. Esteven is licensed to provide financial advice in Florida. Esteven has been a licensed independent insurance agent since 2022. Esteven has been employed by Bison Wealth, LLC dba Serve and Protect Financial since January 2023. Esteven has been working in the financial industry since 2011. Esteven specializes in portfolio management, financial planning, pension consulting, and educational seminars. Esteven is a licensed investment advisor representative and holds a Series 65 license.
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.
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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FL
01/07/2025 - Present
Bison Advisors (PEMBROKE PINES FL)
IA
Issued 04/25/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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