Gabriel Bustamante

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About Gabriel Bustamante

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

See Disclosures

General Information

CRD#

5264619

Firm CRD#

6413

Insurance License#

p081221

States Licensed in

FL, TX, PA, NJ, NC, SC, CT, MA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have been an advisor since February 2007 with MetLife financial services until July of 2016. Since July of 2016 the advisors all moved to MassMutual, and I have been here since then.

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

Spanish

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 63, Series 6, Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$5000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$1000

Minimum Fee Charged for Hourly Planning Accounts

$1000

Education

Business Administration - Business

Florida Atlantic University
8/10/2000 -02/24/2005

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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