Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Silvia? Claim Your ProfileSilvia Guangorena is a financial professional with experience in the financial services industry. Silvia has been registered with the Financial Industry Regulatory Authority (FINRA) since 2021. Silvia holds licenses including Series 63, Series 7TO, Series 6TO, SIE and Series 24, and is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Previously, Silvia was registered with SAGEPOINT FINANCIAL, INC. in Scottsdale, Arizona and J.P. MORGAN SECURITIES LLC in Atlanta, Georgia. Silvia specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Silvia's experience and expertise make her a valuable resource for individuals seeking financial guidance and investment management services.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
06/24/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
GA
02/04/2021 - 06/03/2022
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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