Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gustavo? Claim Your ProfileGustavo Sanchez is a financial professional with experience in the financial services industry. Gustavo is currently registered with Select Private Wealth. Gustavo has also been previously registered with Raymond James & Associates, Inc., Arkadios Capital and UBS Financial Services Inc. Gustavo holds the Series 7, Series 66, and SIE licenses. Gustavo is a Certified Financial Planner.
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.
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.
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FL
09/19/2024 - Present
Select Private Wealth (LAKE MARY FL)
GA
09/16/2021 - 02/28/2022
ARKADIOS CAPITAL (ATLANTA GA)
FL
11/26/2014 - 06/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (NEW SMYRNA BEACH FL)
PR
03/15/2012 - 12/10/2014
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
03/15/2012 - 12/03/2014
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
10/18/2011 - 02/02/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (HATO REY PR)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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