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Gustavo Echaniz

Jefferies LLC

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About Gustavo Echaniz

Gustavo Echaniz is a financial advisor with Jefferies LLC, a well-established financial services firm. Gustavo has a strong background in the industry, having previously worked with Raymond James & Associates, Inc., Morgan Stanley, and Wells Fargo Clearing Services, LLC. Gustavo holds the Series 7, Series 63, Series 99TO and SIE licenses. Gustavo is licensed in all 50 states and the District of Columbia.

Firm Information

Gustavo Echaniz is currently registered with Jefferies LLC. Jefferies LLC is a Limited Liability Company formed on March 1, 2013, operating in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are approved by the SEC and hold active registrations in all 53 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

446

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gustavo Echaniz’s Registration & Firm History

FL

04/25/2023 - Present

Jefferies LLC (Miami FL)

FL

07/15/2022 - 04/13/2023

RAYMOND JAMES & ASSOCIATES, INC. (Miami FL)

FL

02/12/2020 - 03/31/2022

MORGAN STANLEY (Miami FL)

FL

04/10/2017 - 01/07/2020

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 02/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Gustavo Echaniz.
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