Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Allen is a financial professional with over 10 years of experience in the financial services industry. Guy is a registered representative of Concourse Financial Group Securities, Inc. and holds Series 6, Series 63 and SIE licenses. Guy's previous employers include The Leaders Group, Inc., Saybrus Equity Services, LLC, ProEquities, Inc. and Capital Brokerage Corporation. Guy specializes in providing financial advice and services to individuals, businesses, and institutions. Guy is committed to helping clients 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.
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.
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2
AL
04/07/2023 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
CO
02/10/2020 - 06/01/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
10/17/2016 - 08/12/2019
SAYBRUS EQUITY SERVICES, LLC (HARTFORD CT)
AL
04/25/2016 - 11/15/2016
PROEQUITIES, INC. (BIRMINGHAM AL)
VA
10/01/2003 - 04/18/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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