Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Alan Jardine is a financial advisor at Raymond James & Associates, Inc. Guy has been in the financial industry since March 20, 1996. Guy is registered with FINRA as a Registered Representative and with the State of Ohio as an Investment Advisor Representative. Guy is also registered with the State of Texas as an Investment Advisor Representative. Guy has passed the Series 7, Series 10, Series 9, Series 31, and the SIE exams. Guy has worked for Wachovia Securities, LLC, A.G. Edwards & Sons, Inc., and Paine Webber Incorporated. Guy is a specialist in retirement planning, college savings, insurance planning, and estate planning. Guy's office is located at 784 Medina Rd., Suite 101 in Medina, Ohio.
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.
Please see note in schedule d - miscellaneous
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.
1
2
OH
12/21/2011 - Present
Raymond James & Associates, Inc. (MEDINA OH)
OH
01/01/2008 - 10/02/2008
WACHOVIA SECURITIES, LLC (MEDINA OH)
OH
05/21/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
NJ
03/21/1996 - 06/11/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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