Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Estrada is a financial advisor with over 20 years of experience in the industry. Gustavo is currently registered with Fidelity Personal and Workplace Advisors. Prior to this, Gustavo worked for J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. Gustavo holds Series 7 and Series 66 licenses. Gustavo is registered to provide investment advice in 53 states, including California, and is currently active in providing advisory services in all of them. Gustavo specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.
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.
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.
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.
1
2
CA
05/03/2022 - Present
Fidelity Personal AND Workplace Advisors (LA VERNE CA)
CA
10/01/2012 - 03/20/2022
J.P. MORGAN SECURITIES LLC (BALDWIN PARK CA)
CA
06/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EL MONTE CA)
CA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (PASADENA CA)
CA
04/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PASADENA CA)
NY
05/05/1998 - 08/04/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Gustavo Estrada is the right advisor for you? Invested Better is here to help.
