Unclaimed
Guy Mower is a financial advisor with over 30 years of experience in the industry. Guy is currently registered with Osaic Wealth, Inc. in Atlanta, Georgia. Guy previously worked with Woodbury Financial Services, Inc., First Montauk Securities Corp., Marion Bass Securities Corporation, Dean Witter Reynolds Inc., Bear, Stearns & Co. Inc. and Lehman Brothers Inc. Guy has a Series 7, Series 24, Series 31 and Series 63 license. Guy holds a Certified Financial Planner designation. Guy provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.
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.
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
GA
01/19/2024 - Present
Osaic Wealth, Inc. (ATLANTA GA)
GA
07/09/2007 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
04/16/2001 - 07/09/2007
FIRST MONTAUK SECURITIES CORP. (ATLANTA GA)
NC
06/21/1999 - 04/11/2001
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NY
06/13/1995 - 06/21/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/29/1994 - 06/09/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/14/1994 - 04/12/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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