Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Machado Soares de sa is a financial professional with over 9 years of experience in the industry. Gustavo has been registered with the State Farm Investment Management Corp. since 2018 and is currently registered to provide investment advice in Oregon, Washington and Florida. Gustavo holds the Series 6, Series 63, Series 65 and SIE licenses. Gustavo is also the owner and agent of Gustavo Soares Insurance Agency, where Gustavo provides insurance services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
07/16/2021 - Present
State Farm Investment Management Corp. (Portland OR)
IA
Issued 05/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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