Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norvin? Claim Your ProfileNorvin Ulloa-gonzalez is a registered representative with Bolton Securities Corp. Norvin has been in the securities industry since May 2006. Norvin holds Series 66, Series 7, and SIE securities licenses. Norvin is also registered as an Investment Advisor Representative with Bolton Securities Corp. Norvin previously worked at Wells Fargo Clearing Services, LLC and Citi International Financial Services LLC. Norvin is a co-owner and manager of STIWAR INVESTMENTS, S.R.L. Norvin specializes in retirement planning, estate planning, and investment management.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
07/14/2021 - Present
Bolton Securities Corp. (BOLTON MA)
FL
06/09/2016 - 07/06/2021
WELLS FARGO CLEARING SERVICES, LLC (WESTON FL)
PR
05/31/2006 - 06/08/2016
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
BOTH
Issued 11/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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