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Guy Lawrence Bassini

Treasure Coast Financial Planning, Inc.

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About Guy Lawrence Bassini

Guy Lawrence Bassini is a financial advisor with Treasure Coast Financial Planning, Inc. Guy has over 30 years of experience in the financial services industry. Guy holds the Series 7, Series 24 and Series 63 securities licenses and is also a Certified Financial Planner. Guy has been with Treasure Coast Financial Planning, Inc. since February of 1996.

Firm Information

Guy Bassini is currently registered with Treasure Coast Financial Planning, Inc.. Treasure Coast Financial Planning, Inc. is a Vero Beach, FL-based firm with 2 investment adviser representatives. The firm manages $193,731,695 in regulatory assets for 625 clients, including high-net-worth individuals, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and educational seminars.
Treasure Coast Financial Planning, Inc.

545 BEACHLAND BLVD

VERO BEACH, FL 32963

$193.73M

Assets Under Management

20

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Tax return prep. fee-non advisory related business

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Guy Bassini’s Registration & Firm History

FL

04/08/2013 - Present

Treasure Coast Financial Planning, Inc. (VERO BEACH FL)

FL

04/13/1995 - 05/07/2013

LPL FINANCIAL LLC (VERO BEACH FL)

NY

03/15/1990 - 04/27/1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/07/1989 - 03/29/1990

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

09/20/1988 - 08/10/1989

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

IA

Issued 10/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/1995

Series 24 - General Securities Principal Examination

BC

Issued 09/17/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Guy Lawrence Bassini.
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