Gustavo A. Rojas Green

BONDWIRE

MUNICIPIO EL HATILLO CARACAS,

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CRD#: 6274601

Professional summary

Gustavo Antonio Rojas Green, who also goes by Gustavo Antonio Rojas, is a registered financial advisor currently at BONDWIRE .

Gustavo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Gustavo has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gustavo Antonio Rojas

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Antonio Rojas Green's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 12, 2016 - Present

BONDWIRE

RIA

CRD#: 148710

MUNICIPIO EL HATILLO CARACAS,

Past

December 5, 2013 - March 18, 2015

ALTERNA SECURITIES, INC.

CRD#: 41139

HOUSTON, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/12/2016)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/2016

Uniform Investment Adviser Law Examination

Current Firm

BONDWIRE

BONDWIRE | CARIBBEAN & LATIN AMERICAN SECURITIES, LLC

CRD#: 148710 / SEC#:

Florida

Registered Investment Advisory firm - (8/28/2009 Approved)

Texas

Registered Investment Advisory firm - (8/20/2015 Conditional Restricted)

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Contact information

Main Address

2645 Executive Park Drive Suite 402, Weston, FL 33331

Mailing Address

Phone number

(754) 206-0011

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 64,251,197

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gustavo A. Rojas Green

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gustavo Antonio Rojas Green's CRS (Customer Relationship Summary).

Certified licenses

Experience

BONDWIRE

ALTERNA SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/2016

Current Firm

BONDWIRE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONDWIRE

TRUST BUT VERIFY

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