Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Fidel Nodarse is a financial advisor with IP Financial Advisory Services LLC in Charlotte, NC. Guillermo Nodarse has over 30 years of experience in the financial services industry and has held various roles at prominent firms including Transamerica Capital, Inc., MetLife Investors Distribution Company, and Cambridge Investment Research, Inc. Guillermo Nodarse is a licensed investment advisor representative (IAR) in Florida and holds the Series 65, 66, 63, 3, 7, 15, and SIE securities licenses. Guillermo Nodarse specializes in providing portfolio management for individuals and businesses, financial planning, and consulting services to qualified retirement plans. Guillermo Nodarse has a strong commitment to helping clients achieve their financial goals.
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.
Consulting services to qualified retirement plans
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.
A percentage of the total value of assets under management is charged.
Recurring fees
1
2
NC
02/18/2020 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
MO
01/07/2015 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
NY
03/28/2013 - 08/12/2014
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
FL
07/10/2012 - 10/31/2012
COBALT CAPITAL, INC. (LAKE MARY FL)
FL
10/07/2011 - 07/03/2012
CAMBRIDGE INVESTMENT RESEARCH, INC. (WINTER PARK FL)
CA
04/27/2011 - 09/29/2011
STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)
NY
03/01/2011 - 05/04/2011
TERRA SECURITIES, LLC (NEW YORK NY)
NJ
11/22/2010 - 03/04/2011
LIGHTSTONE SECURITIES, LLC (MAHWAH NJ)
CO
04/01/2009 - 10/20/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
12/11/2004 - 04/16/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
02/26/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NJ
06/07/2000 - 01/31/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
02/17/1994 - 05/18/2000
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
05/28/1991 - 04/27/1992
ADDISON FINANCIAL SERVICES, INC. (PALM HARBOR FL)
NA
09/11/1989 - 12/31/1990
SHUBERT RIZOR SECURITIES, INC.
NA
01/25/1984 - 01/01/1988
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 09/26/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 03/05/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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