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Michael Patrick Guerena

Intrepid Investment Bankers LLC

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About Michael Patrick Guerena

Michael Guerena is a financial advisor with Intrepid Investment Bankers LLC. Michael has been in the financial services industry since 2023 and holds the Series 63, SIE, and Series 79TO licenses. Michael is registered with the state of California. Prior to joining Intrepid Investment Bankers LLC, Michael worked at LA Honda Advisors LLC.

Firm Information

Michael Guerena is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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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Michael Guerena’s Registration & Firm History

CA

01/22/2024 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

CA

01/06/2023 - 01/15/2024

LA HONDA ADVISORS LLC (MENLO PARK CA)

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Licenses & Designations

BC

Issued 12/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/06/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2022

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Patrick Guerena.
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