Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guadalupe? Claim Your ProfileGuadalupe Vasquez Mata is an investment advisor representative with Park Avenue Securities LLC in Austin, TX. Guadalupe has been working in the financial services industry since 2018 and has experience at several firms including Fidelity Brokerage Services LLC, FSC SECURITIES CORPORATION and LPL FINANCIAL LLC. Guadalupe holds both Series 66 and Series 7 licenses and is registered with the state of Texas. Guadalupe is also a registered investment advisor representative and specializes in providing financial planning and portfolio management services for both individuals and businesses. In addition to her work with Park Avenue Securities LLC, Guadalupe is also involved in Pride Acquisitions LLC, a real estate investment company.
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.
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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2
TX
05/17/2024 - Present
Park Avenue Securities LLC (HOUSTON TX)
TX
05/11/2021 - 04/04/2022
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
02/10/2020 - 04/15/2021
FIDELITY BROKERAGE SERVICES LLC (THE WOODLANDS TX)
TX
10/02/2018 - 02/13/2020
LPL FINANCIAL LLC (HOUSTON TX)
BOTH
Issued 12/06/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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