Unclaimed
Trinidad Guillen is a financial advisor with over 20 years of experience in the financial services industry. Trinidad is currently registered as an Investment Advisor Representative with Mutual Advisors, LLC, where Trinidad provides financial advisory services. Trinidad is also registered as an Investment Advisor Representative in Nevada and Texas. Trinidad is also a Series 3 licensed commodity futures professional. Trinidad has a strong background in providing financial planning, portfolio management, and retirement planning 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.
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.
Hourly consulting
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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NV
02/10/2023 - Present
Mutual Advisors, LLC (Reno NV)
IA
Issued 02/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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