Unclaimed
Guillermo Cornejo is a financial advisor with over 10 years of experience in the industry. He is currently registered with J.P. Morgan Securities LLC and has previously worked with Wells Fargo Clearing Services, LLC. Guillermo is a Series 6, Series 7, Series 66, and SIE licensed advisor. Guillermo is registered to provide financial advice in Alabama, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Mississippi, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas, Virginia, and Wyoming. Guillermo has a strong track record of providing personalized financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
09/30/2024 - Present
J.p. Morgan Securities LLC (RIVERVIEW FL)
FL
02/11/2019 - 02/18/2020
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
10/24/2014 - 11/23/2018
J.P. MORGAN SECURITIES LLC (SARASOTA FL)
BOTH
Issued 03/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Guillermo Cornejo is the right advisor for you? Invested Better is here to help.