Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willy? Claim Your ProfileWilly Alberto Gamez is a financial advisor with Truist Investment Services, Inc. located in Miami, Florida. Willy has been working in the financial industry since 2005. Previously, Willy worked at J.P. Morgan Securities LLC and Chase Investment Services Corp. Willy is registered to provide investment advice in 22 states and holds Series 6, 7, 63, 66, and SIE licenses. Willy is a licensed investment advisor representative for Truist Advisory Services, Inc. Willy's experience includes financial planning, portfolio management for individuals and businesses, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
11/19/2019 - Present
Truist Advisory Services, Inc. (MIAMI FL)
FL
10/01/2012 - 11/09/2017
J.P. MORGAN SECURITIES LLC (MIAMI FL)
IL
11/17/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ADDISON IL)
IL
07/06/2005 - 09/04/2008
CHASE INVESTMENT SERVICES CORP. (MT. PROSPECT IL)
IL
04/20/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 11/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 4/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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