Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guillermo? Claim Your ProfileGuillermo So is a registered representative with BNY Mellon Securities Corp. and has been in the industry since August 10, 2012. Guillermo is licensed to offer securities in 52 states and has passed the Series 63, Series 6, and SIE exams. Before joining BNY Mellon Securities Corp., Guillermo worked at MetLife Securities Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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
NY
10/08/2012 - Present
BNY Mellon Securities Corp. (UNIONDALE NY)
NY
06/18/2012 - 08/14/2012
METLIFE SECURITIES INC. (ROSLYN NY)
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Guillermo So is the right advisor for you? Invested Better is here to help.
