Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Colella is an investment advisor representative for Ameriprise Financial Services, LLC with over 35 years of experience in the financial services industry. Guy is a licensed investment advisor and holds multiple industry designations, including Series 7, 31 and 65 securities licenses. Guy specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Guy has a strong commitment to providing his clients with personalized advice and strategies to help them achieve their financial goals.
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
FL
11/07/2011 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
09/08/2006 - 11/14/2011
RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)
FL
06/11/1998 - 09/28/2006
JANNEY MONTGOMERY SCOTT LLC (N. PALM BEACH FL)
NY
01/13/1995 - 06/12/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MO
02/07/1990 - 01/16/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
11/20/1987 - 02/15/1990
J. T. MORAN & CO., INC.
NA
03/24/1987 - 11/25/1987
RLR SECURITIES GROUP, INC.
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Guy Colella is the right advisor for you? Invested Better is here to help.
