Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Guerrero is a financial advisor with over 25 years of experience in the industry. He is currently registered with LPL Financial LLC and has previously worked with BMO Harris Financial Advisors, Inc., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. Ignacio is a Series 7 and Series 63 licensed individual with a Series 24 principal license and the SIE exam. Ignacio's client base includes high-net-worth individuals, corporations, and pension and profit-sharing plans. He offers a range of financial planning services, including portfolio management, retirement planning, and investment consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
03/26/2021 - Present
LPL Financial LLC (BATAVIA IL)
IL
08/16/2016 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BATAVIA IL)
IL
08/18/2015 - 08/15/2016
J.P. MORGAN SECURITIES LLC (WHEATON IL)
IL
10/12/2012 - 07/10/2015
CITIGROUP GLOBAL MARKETS INC. (SCHAUMBURG IL)
IL
07/11/2011 - 09/12/2012
LPL FINANCIAL LLC (PALOS HEIGHTS IL)
IL
12/16/2005 - 07/18/2011
HARRIS INVESTOR SERVICES, INC. (ROSELLE IL)
IL
05/01/2002 - 12/31/2005
HARRISDIRECT LLC (JOLIET IL)
NE
05/04/1999 - 05/24/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
12/09/2000 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
IL
04/15/2000 - 12/09/2000
HARRIS INVESTORLINE (CHICAGO IL)
IL
03/10/1997 - 04/15/2000
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
SC
07/10/1996 - 03/21/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IL
01/01/1996 - 07/11/1996
HARRIS INVESTORS DIRECT, INC. (CHICAGO IL)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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