Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Adolfo Aristizabal is a financial professional with over 20 years of experience in the industry. Gustavo is currently employed by Wainwright Investment Counsel LLC, where Gustavo holds the position of President and Corporate Secretary. Gustavo is a member of the Wainwright Board of Managers and serves as the Chief Executive Officer and Branch Office Manager of WFS, LLC. Gustavo is also the Chief Compliance Officer and a Principal of Wainwright Capital Partners, LLC.
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.
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.
Bespoke advisory and consult, solicit fees
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.
Bespoke advisory and consulting services
1
2
MA
07/21/2023 - Present
Wainwright Investment Counsel LLC (BOSTON MA)
NY
08/30/2001 - 03/19/2002
H.C. WAINWRIGHT & CO., INC. (NEW YORK NY)
BC
Issued 4/8/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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