Invested Better
Unclaimed

Unclaimed

Unclaimed

Guadalupe Stephania Vielma

Pimco Investments LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your Profile

About Guadalupe Stephania Vielma

Guadalupe Vielma is a financial professional with over six years of experience in the industry. Guadalupe has a broad range of experience, having worked for both Goldman Sachs & Co. LLC and Pimco Investments LLC. Guadalupe is registered with FINRA and has a Series 3, Series 7TO, Series 63, Series 79, and SIE. Guadalupe is currently registered with Pimco Investments LLC in Newport Beach, California.

Firm Information

Guadalupe Vielma is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Guadalupe Vielma’s Registration & Firm History

CA

04/14/2021 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

IL

01/15/2016 - 01/22/2021

GOLDMAN SACHS & CO. LLC (CHICAGO IL)

Not sure if Guadalupe Stephania Vielma is right for you?

Licenses & Designations

BC

Issued 11/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2021

Series 3 - National Commodity Futures Examination

BC

Issued 04/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Guadalupe Stephania Vielma.
Not sure if Guadalupe Stephania Vielma is right for you?