Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Sanchez is a financial advisor with LPL Financial LLC. Gustavo has over 10 years of experience in the financial services industry. Gustavo is a licensed securities agent and investment advisor representative with Series 6, 7, 63, and 65 licenses. Gustavo is also a certified financial planner. Gustavo is registered with the state of Illinois, Texas, Utah and Wisconsin. Gustavo is committed to providing personalized financial planning and investment management services to individuals, families, and businesses. Gustavo has experience with a range of financial planning needs, including retirement planning, college savings, estate planning, and insurance. Gustavo provides a range of services to their clients, including: portfolio management, financial planning, and investment advice. Gustavo is committed to providing their clients with the highest level of service and is always available to answer any questions you may have.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
01/01/2025 - Present
LPL Financial LLC (GURNEE IL)
IL
12/21/2016 - 04/28/2017
PNC INVESTMENTS (ZION IL)
IL
03/19/2015 - 11/28/2016
FIFTH THIRD SECURITIES, INC. (ROUND LAKE BEACH IL)
IA
Issued 01/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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