ADVISOR BIO

Gustavo Arce is a financial advisor with SVB Wealth. Gustavo has been in the financial services industry since 2007. Gustavo holds the Series 66, Series 7 and SIE licenses. Gustavo specializes in providing wealth planning, family office and planned giving services to clients.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Vergara jaramillo is a registered representative with Wells Fargo Clearing Services, LLC. Gustavo is licensed in California, holds a Series 7TO, Series 63, and SIE license and has been in the industry since August 2022. Gustavo specializes in various financial services including fixed income, mutual funds, retirement planning, and insurance. Gustavo has a strong background in helping individuals and businesses achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Ahumada is a registered representative with J.P. Morgan Securities LLC. Gustavo has been in the financial services industry since January 10, 2017 and specializes in providing investment advice and services to individuals and businesses. Gustavo is registered with the state of California and holds the Series 6, SIE, and Series 63 licenses. Gustavo offers financial planning, pension consulting and selection of other advisors, in addition to portfolio management for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Gonzalez is a financial advisor with J.p. Morgan Securities LLC in San Diego, CA. Gustavo has been in the industry since October 3, 2023, and holds a Series 63, Series 6TO and SIE license. Gustavo is registered in California.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Amaral is a financial advisor with UBS Financial Services Inc., a firm with over 10,000 employees. Gustavo has been in the financial services industry for over 25 years, serving clients in states including California, Texas, and New York. Gustavo is licensed to provide a wide range of financial services, including investment advice, securities brokerage, and financial planning. Gustavo works with individual clients, families, businesses, and retirement plans.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Nunez is a registered representative with J.p. Morgan Securities LLC. Gustavo has been in the financial industry since February 3, 2022. Gustavo holds Series 63, Series 6TO and SIE licenses. Gustavo is registered to provide securities and investment advisory services in California.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Pires de oliveira dias is an investment advisor representative with IEQ Capital, LLC. Gustavo is registered with the state of California and has been in the industry since 2016. Gustavo holds the Series 65 license. IEQ Capital, LLC has a total of 1,434 accounts under management. They manage assets for both individuals and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Andres Rodriguez lopez is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 3 years of experience in the financial services industry. Gustavo is currently registered with FINRA and is licensed in California and Texas. Gustavo has passed the Series 7TO, SIE, and Series 66 exams.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Miramontes is a financial professional with over 25 years of experience in the industry. Gustavo is currently registered with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Gustavo was employed by Wedbush Securities Inc., Wells Fargo Advisors, LLC, Southwest Securities, Inc. and M.L. Stern & Co., LLC. Gustavo specializes in portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors. Gustavo holds the Series 7, Series 9, Series 10 and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

Gustavo Rodriguez is a financial advisor with over 10 years of experience in the industry. Gustavo is registered with J.P. Morgan Securities LLC and is licensed to provide investment advice in multiple states. Gustavo has a wide range of experience working with individuals, corporations, and institutions. Gustavo's primary focus is providing financial planning and portfolio management services.

SPECIALIZATIONS