Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Giulliano? Claim Your ProfileGiulliano Max Guimaray is a financial advisor currently registered with KCD Financial, Inc. Giulliano Max Guimaray has been in the financial industry since 2018. Giulliano Max Guimaray offers financial planning and portfolio management services to both individuals and other investment advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A portion of fees paid to 3rd party advisors
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2
WI
01/06/2025 - Present
KCD Financial, Inc. (GREEN BAY WI)
FL
12/04/2018 - 02/25/2019
IFS SECURITIES (Tampa FL)
IA
Issued 06/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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