Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Gonzalez is a financial advisor with over 35 years of experience in the industry. Guillermo is currently registered with Stifel, Nicolaus & Company, Inc. Guillermo has previously worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Guillermo specializes in providing financial planning services to individuals, families, and businesses. Guillermo is a highly experienced advisor who is committed to providing his clients with personalized financial guidance. Guillermo is also a strong advocate for his clients and is committed to protecting their best interests.
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.
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.
1
2
FL
08/27/2021 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
FL
06/03/2016 - 08/30/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
04/25/1986 - 06/06/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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