Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guilherme? Claim Your ProfileGuilherme Medrano is an investment advisor representative associated with Aliya Capital Partners LLC. Medrano has been in the securities industry since 2015 and has a Series 65 license. Medrano's primary practice area is financial planning, and he provides portfolio management services to individuals, pooled investment vehicles, and insurance companies. Medrano also has a background in education and has worked as a language instructor.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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01/01/2025 - Present
Aliya Capital Partners LLC (S�o Paulo )
IA
Issued 03/02/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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