Unclaimed
Guillermo Silesky is a financial advisor registered with Secure Investment Management, LLC. Guillermo has been working in the financial services industry since 2015. Guillermo's experience includes working for several firms, including Cambridge Investment Research, MML Investors Services, LLC, and Pruco Securities, LLC. Guillermo has a Series 63 and Series 65 license and holds the SIE and Series 6 licenses. Guillermo provides financial planning services, portfolio management for individuals, and other services related to Real Estate Investment Trusts (REITs).
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.
Advice regarding reits
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/01/2025 - Present
Secure Investment Management, LLC (Irvine CA)
CA
09/10/2021 - 09/22/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Irvine CA)
CA
04/16/2019 - 09/13/2021
MML INVESTORS SERVICES, LLC (Brea CA)
CA
10/12/2015 - 04/05/2019
PRUCO SECURITIES, LLC. (CITY OF INDUSTRY CA)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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