Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Arce is a financial advisor with SVB Wealth. Gustavo has been in the financial services industry since 2007. Gustavo holds the Series 66, Series 7 and SIE licenses. Gustavo specializes in providing wealth planning, family office and planned giving services to clients.
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.
Planned giving, family office, wealth planning
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
CA
06/06/2024 - Present
SVB Wealth (San Francisco CA)
CA
08/27/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (San Francisco CA)
CA
03/21/2013 - 07/28/2021
BESSEMER INVESTOR SERVICES, INC. (SAN FRANCISCO CA)
CA
09/05/2012 - 03/05/2013
GIRARD SECURITIES, INC. (SAN FRANCISO CA)
CA
11/01/2010 - 06/14/2012
MERCER ALLIED COMPANY, L.P. (SAN FRANCISCO CA)
NY
02/01/2005 - 06/20/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
IL
02/19/2004 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
01/30/2003 - 05/16/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/30/2003 - 05/16/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
KS
03/05/2002 - 02/03/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gustavo Arce is the right advisor for you? Invested Better is here to help.
