Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Plato? Claim Your ProfilePlato Louro Guerre is an Investment Advisor Representative who has been in the financial services industry since 2002. Plato is currently registered with Osaic Wealth, Inc. and is licensed in numerous states. Plato has extensive experience in providing financial planning, portfolio management, and other investment-related services. Prior to joining Osaic Wealth, Inc., Plato was associated with SagePoint Financial, Inc. and SunAmerica Securities, Inc. Plato holds the Series 6, 7, and 66 licenses as well as the SIE. Plato is passionate about helping individuals achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (CAMARILLO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CAMARILLO CA)
AZ
03/13/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 10/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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