Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Robles is a financial advisor with over 9 years of experience in the financial services industry. Guillermo is currently registered with Fidelity Brokerage Services LLC. Guillermo has a strong background in financial planning and investments. Previously, Guillermo was affiliated with Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Guillermo holds the Series 7 and Series 66 licenses.
NEWINGTON, CT
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.
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.
A percentage of the total value of assets under management is charged.
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2
CT
05/17/2023 - Present
Fidelity Personal AND Workplace Advisors (NEWINGTON CT)
CT
07/12/2022 - 03/28/2023
JANNEY MONTGOMERY SCOTT LLC (Westbrook CT)
NH
06/04/2021 - 07/01/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
CT
06/12/2020 - 05/04/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST HARTFORD CT)
CT
09/26/2014 - 07/01/2020
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
02/19/2014 - 05/07/2014
MORGAN STANLEY (HARTFORD CT)
BOTH
Issued 8/6/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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