Unclaimed
Guillermo Salas is a financial advisor who has been in the industry since October 1, 2008. Guillermo is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Guillermo was a financial advisor for Chase Investment Services Corp, Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Guillermo has passed the Series 66, SIE and Series 7 exams and is registered in California, Kentucky, Montana, Nevada, and New York. Guillermo Salas specializes in providing investment advice and portfolio management to individuals, high net worth individuals, corporations, businesses, pension and profit-sharing plans, charitable organizations and insurance companies.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (MONTEBELLO CA)
CA
08/04/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LA PUENTE CA)
CA
01/03/2011 - 08/02/2011
WELLS FARGO ADVISORS, LLC (ALHAMBRA CA)
CA
10/01/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MORENO VALLEY CA)
BOTH
Issued 10/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Guillermo Salas is the right advisor for you? Invested Better is here to help.