Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Fernando Contreras is a registered representative at J.p. Morgan Securities LLC. Guillermo has been in the industry since 2023 and holds Series 99TO and SIE licenses. Guillermo specializes in providing financial planning, portfolio management, and selection of other advisors. Guillermo's firm manages over $249 billion in assets for a variety of clients including high net worth individuals, corporations, individuals, charitable organizations and insurance companies.
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
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2
DE
12/12/2023 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 12/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/13/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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