Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo Milord is an investment advisor representative currently registered with Transamerica Financial Advisors, Inc. Guillermo has been in the industry since October 31, 2001 and has licenses in several states, including Ohio, Texas, California, Florida, Georgia, Hawaii, Indiana, Kentucky, Louisiana, Michigan, Oregon, Pennsylvania, South Carolina, and Texas. Guillermo has passed the Series 6, Series 63, and SIE exams. Guillermo has been associated with Transamerica Financial Advisors, Inc since January 2012, and has worked with World Group Securities, Inc. and WMA Securities, Inc. in the past. Guillermo's firm specializes in individual and pooled investment vehicle management and offers selection of other advisors as a service. Guillermo has approximately $1,000,000,000 to $10,000,000,000 in assets under management. Guillermo is a president of GR Milord Inc., a business for filing taxes and paying operating expenses, since December 2016.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
OH
07/08/2024 - Present
Transamerica Financial Advisors, Inc. (CINCINNATI OH)
OH
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (CINCINNATI OH)
GA
11/01/2001 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 09/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Guillermo Milord is the right advisor for you? Invested Better is here to help.
