Unclaimed
Gustavo A. Cano is a financial advisor registered with Fundamental Investment Services, LLC. Gustavo has been in the financial industry for over 10 years and has a strong track record of success. He is a Certified Financial Analyst and holds the Series 7, 24, 52, 53, 63, and SIE licenses. Gustavo specializes in providing financial consulting and asset allocation advisory services. He also offers portfolio management services for individuals, businesses, and pooled investment vehicles. Gustavo is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Financial consulting and asset allocation advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/12/2024 - Present
Fundamental Investment Services, LLC (NEW YORK NY)
FL
10/07/2013 - 04/29/2021
BBVA SECURITIES INC. (MIAMI FL)
FL
05/21/2009 - 04/16/2013
SABADELL SECURITIES USA, INC. (MIAMI FL)
BC
Issued 12/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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