Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Alonzo Gastelum is a financial advisor associated with LPL Financial LLC in Mesa, Arizona. Guillermo has been in the financial services industry since 2007 and has experience with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, and Chase Investment Services Corp. Guillermo holds the Series 6, Series 63, and SIE licenses. Guillermo has a long history of experience in the financial industry and can offer financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/21/2022 - Present
LPL Financial LLC (MESA AZ)
AZ
05/16/2013 - 06/02/2021
BBVA SECURITIES INC. (SUN CITY AZ)
AZ
09/27/2007 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SUN CITY AZ)
AZ
03/06/2006 - 08/28/2007
CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)
BC
Issued 04/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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