Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Guillermo Degwitz cosson is an investment advisor representative with Portfolio Resources Advisor Group, Inc., who has been active in the financial industry since March 6, 2014. Gustavo is registered in Florida and Georgia. Gustavo has 2 approved state registrations and 1 approved Investment Advisor registration in the state of Florida. The firm's main office is located in Miami, Florida. Gustavo has experience providing advisory services to high-net-worth individuals, businesses, and pension plans. The firm's client count is 9, with clients located in Florida, Georgia, and Venezuela. Gustavo has experience with Portfolio Resources Advisor Group, Inc. and Selected Assets Management.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NA
11/03/2020 - Present
Portfolio Resources Advisor Group, Inc. (CARACAS )
IA
Issued 09/25/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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