Gustavo SorzanoCRD Number: 6617974
Current Firm: Credicorp Capital Advisors LLC
Gustavo Sorzano (CRD# 6617974) is an Investment Advisor Representative working at Credicorp Capital Advisors LLC in Miami, FL and has over 2 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Ultralat Capital Markets||Miami, FL||Feb 2016 - Current||5|
|Helm Comisionista De Bolsa||Bogota,||May 2015 - Jan 2016||< 1|
|Credicorp Capital SA||Bogota,||Sep 2014 - Apr 2015||< 1|
|Instituto De Estudios Bursatiles||Madrid,||Mar 2014 - Sep 2014||< 1|
|Helm Bank SA||Bogota,||Sep 2008 - Mar 2014||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management130MILLIONS
Total Number of Accounts84ACCOUNTS
Average Account Value$1,550,576
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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