Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Allan Gage is a financial advisor with Ameriprise Financial Services, LLC. Guy has been in the industry since May 1984 and is registered in 16 states. He is also a Certified Financial Planner. His experience with Ameriprise Financial Services, LLC spans more than 14 years and includes previous roles with Ameriprise Advisor Services, Inc. and National Securities Corporation. Guy's specialties include asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Guy and his firm serve a diverse clientele, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
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.
Asset allocation services
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.
1
2
IN
02/20/2010 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
IN
09/12/1990 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (INDIANAPOLIS IN)
NA
12/05/1988 - 09/07/1990
NATIONAL SECURITIES CORPORATION
FL
03/02/1987 - 09/07/1990
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NA
05/24/1984 - 03/09/1987
EDWARD D. JONES & CO., L.P.
IA
Issued 03/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Guy Gage is the right advisor for you? Invested Better is here to help.
