Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guia? Claim Your ProfileGuia Estrella Brown-rossow is a financial advisor who has been working in the financial industry since 2001. Guia is registered with Raymond James Financial Services Advisors, Inc. and has offices in Palm Beach Gardens, Florida. Guia has been with Raymond James Financial Services Advisors, Inc. since 2009 and has a previous registration with MORGAN STANLEY DW INC. in PURCHASE, NY. Guia holds the Series 66, Series 7 and SIE licenses and has been registered in 13 states. Guia's services include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
09/28/2009 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
NY
03/07/2001 - 05/10/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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