Unclaimed
Gonzalo Pizarro is an investment advisor representative with HSBC Securities (USA) Inc. Gonzalo has been in the industry for over 12 years and has experience in the securities industry, primarily focusing on providing financial and investment advisory services to clients. Prior to joining HSBC Securities (USA) Inc., Gonzalo was a financial advisor at Wells Fargo Advisors, LLC and AXA Advisors, LLC. Gonzalo holds Series 66, SIE and Series 7 licenses and is registered in District of Columbia, Maryland, South Carolina, and Virginia. Gonzalo is also a soccer coach for a youth team and dedicates approximately 20 hours per month to this activity.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
DC
08/30/2023 - Present
Hsbc Securities (usa) Inc. (Washington DC DC)
MD
11/06/2012 - 05/17/2016
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
VA
10/27/2010 - 07/18/2012
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 01/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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