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Sandy J Guzman

BCI Securities, Inc.

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About Sandy J Guzman

Sandy J Guzman is a financial advisor with BCI Securities, Inc. based in Miami, FL. Sandy J Guzman has been in the financial services industry since 2012. Sandy J Guzman's previous employers include WELLS FARGO ADVISORS, LLC and J.P. MORGAN SECURITIES LLC. Sandy J Guzman has passed the Series 6, Series 7TO, Series 66, and SIE exams. Sandy J Guzman is licensed in California, Delaware, Florida, Massachusetts, Nevada, New Jersey, New York, and Puerto Rico.

Firm Information

Sandy Guzman is currently registered with BCI Securities, Inc.. BCI Securities, Inc. is a corporation formed in July 2011, headquartered in Miami, Florida. The firm provides investment advisory services, including portfolio management for individuals, businesses, and investment companies. They also offer selection of other advisors services. BCI Securities is registered with the SEC and in 23 states. They currently manage approximately $320,999,438 in assets for clients.
BCI Securities, Inc.

1450 BRICKELL AVENUE

MIAMI, FL 33131

$321.00M

Assets Under Management

Not reported

Total Clients

42

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Sandy Guzman’s Registration & Firm History

FL

04/27/2020 - Present

BCI Securities, Inc. (MIAMI FL)

FL

07/05/2013 - 02/05/2014

WELLS FARGO ADVISORS, LLC (MIAMI FL)

FL

10/01/2012 - 06/20/2013

J.P. MORGAN SECURITIES LLC (MIAMI FL)

FL

06/15/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandy J Guzman.
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