Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Laguardia is a financial advisor with Truist Advisory Services, Inc. Gustavo has been in the industry since 2004 and is registered to offer investment advisory services in Texas and Virginia. Gustavo also holds licenses in multiple states and is registered to offer securities products in 33 states. Gustavo holds the Series 6, 7, 31, and SIE licenses. Gustavo is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RESTON VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/18/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FAIRFAX VA)
VA
03/30/2005 - 03/23/2006
MORGAN STANLEY DW INC. (RESTON VA)
MA
05/07/2004 - 04/11/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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