Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guerdon? Claim Your ProfileGuerdon Tisdale Ely is a Certified Financial Planner and a Chartered Financial Consultant. Ely is a Registered Investment Advisor and has been in the industry since 1983. Ely is currently associated with Integrated Advisors Network LLC. Previously, Ely was associated with American General Securities Incorporated, Financial Planners Equity Corporation, California-Western States Life Insurance Company and American Capital Financial Services, Inc. Ely has passed the Series 7, Series 22 and Series 6 exams. Ely is licensed in California. Ely's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Financial Planning, Selection of Other Advisors, and Educational Seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
07/05/2017 - Present
Integrated Advisors Network LLC (Chico CA)
AZ
03/23/1987 - 11/11/1996
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NA
03/22/1985 - 03/27/1987
FINANCIAL PLANNERS EQUITY CORPORATION
NA
04/25/1984 - 04/18/1985
CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY
NA
11/14/1983 - 04/09/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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