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Hermes Gustavo Conesa barrionuevo

SLP Wealth

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About Hermes Gustavo Conesa barrionuevo

Hermes Gustavo Conesa barrionuevo is an Investment Advisor Representative with SLP Wealth. Hermes has experience in the financial services industry since 2004 and has worked with clients in various capacities. Hermes is also licensed to sell insurance in Puerto Rico and serves as a student loan consultant. Hermes is active in the Investment Advisor community and holds Series 65 and 66 licenses. Hermes has offices located in Durham, NC and Caguas, Puerto Rico.

Firm Information

Hermes Conesa barrionuevo is currently registered with SLP Wealth. SLP Wealth, headquartered in Durham, North Carolina, is a registered investment advisor (RIA) offering financial planning and portfolio management services for individuals and businesses. The firm has 2 licensed agents and 16 investment advisor representatives, managing over $29 million in assets for approximately 846 clients. They specialize in serving high-net-worth individuals and individuals other than high-net-worth, with a focus on personalized financial guidance and investment strategies.
SLP Wealth

555 SOUTH MANGUM ST

DURHAM, NC 27701

$29.21M

Assets Under Management

1,080

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Hermes Conesa barrionuevo’s Registration & Firm History

NC

02/23/2024 - Present

SLP Wealth (DURHAM NC)

FL

06/19/2014 - 03/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAND O LAKES FL)

PR

03/26/2013 - 06/02/2014

AXA ADVISORS, LLC (HATO REY PR)

PR

09/30/2004 - 09/30/2011

CITI INTERNATIONAL FINANCIAL SERVICES LLC (GUAYNABO PR)

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Licenses & Designations

IA

Issued 02/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 01/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2008

Series 24 - General Securities Principal Examination

BC

Issued 03/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2005

Series 7 - General Securities Representative Examination

BC

Issued 09/29/2004

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 9 public disclosures for Hermes Gustavo Conesa barrionuevo. Review regulatory record here.
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