Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy David Lebas is a financial advisor at Janney Montgomery Scott LLC. Guy has over 20 years of experience in the financial services industry. Guy has a strong background in investment management, financial planning, and retirement planning. Guy holds the Series 4, 7, 63 and 87 licenses as well as the SIE exam. Guy specializes in working with individuals, families, and businesses 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.
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.
Fee plus commission
1
2
PA
11/17/2006 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
VA
06/10/2004 - 06/20/2005
MILESTONE ADVISORS LLC (MCLEAN VA)
BC
Issued 07/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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