Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Masri is an investment advisor representative with Alden Investment Group, with experience in the financial industry since 1993. Gustavo is registered as a broker-dealer in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Tennessee and Texas. Gustavo also holds licenses to provide financial advice in Pennsylvania. Gustavo holds the Series 63, Series 65, Series 7, and SIE licenses. Gustavo Masri has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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
PA
04/26/2022 - Present
Alden Investment Group (WAYNE PA)
PA
08/26/2021 - 09/24/2021
RAYMOND JAMES & ASSOCIATES, INC. (JENKINTOWN PA)
PA
07/01/2003 - 08/30/2021
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
NY
07/23/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/05/1990 - 05/21/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/17/1996 - 05/17/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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