Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Bicas is an active Registered Representative and Investment Adviser Representative with Oppenheimer & Co. Inc. Guillermo has been in the financial industry since 2005 and has experience with the firms Oppenheimer & Co. Inc., and Atlas One Financial Group, LLC. Guillermo holds Series 63, 65, 7, and SIE licenses. Guillermo is registered with FINRA and is also registered with the following states: California, Colorado, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, New Jersey, New York, Texas, Virginia, and Washington.
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.
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.
Earned based on transactions or products sold.
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.
1
2
FL
05/17/2017 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
06/29/2005 - 06/15/2011
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
IA
Issued 01/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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