Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Gonzalez is a financial professional with over 7 years of experience in the financial services industry. Guillermo is a registered representative with Cuso Financial Services, LP and offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Guillermo has a strong background in financial planning and investment management and is committed to providing personalized service and guidance to his clients. Prior to joining Cuso Financial Services, LP, Guillermo worked for Key Investment Services LLC and Wells Fargo Clearing Services, LLC. Guillermo holds the Series 6, Series 7, Series 63, Series 65, and SIE licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
CO
05/08/2024 - Present
Cuso Financial Services, LP (Loveland CO)
CO
01/11/2022 - 01/26/2023
KEY INVESTMENT SERVICES LLC (Longmont CO)
CO
02/08/2016 - 10/21/2021
WELLS FARGO CLEARING SERVICES, LLC (LONGMONT CO)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Guillermo Gonzalez is the right advisor for you? Invested Better is here to help.
