Unclaimed
Guillermo Porras is a financial advisor with over 17 years of experience in the industry. Guillermo is currently registered with BCI Securities, Inc. Guillermo previously worked at Safra Securities LLC, EFG Capital International, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS International Inc. Guillermo holds a Series 66, Series 4, SIE, Series 3, and Series 7. Guillermo specializes in portfolio management for businesses and individuals.
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.
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.
1
2
FL
01/03/2024 - Present
BCI Securities, Inc. (MIAMI FL)
FL
07/12/2022 - 01/08/2024
SAFRA SECURITIES LLC (AVENTURA FL)
FL
10/10/2011 - 07/06/2022
EFG CAPITAL INTERNATIONAL (MIAMI FL)
FL
06/01/2009 - 10/06/2011
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
10/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
03/13/2006 - 10/24/2006
UBS INTERNATIONAL INC. (CORAL GABLES FL)
BOTH
Issued 09/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2022
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2007
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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