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 Peel is a financial advisor with over 40 years of experience in the financial services industry. Guy is currently registered with Osaic Wealth, Inc. in Helena, MT and has held previous positions with FSC Securities Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company, IDS Financial Services Inc., and The Lincoln National Life Insurance Company. Guy holds the Series 63, Series 65, and Series 24 licenses and is a Certified Financial Planner. Guy has worked with individuals, families, and businesses of all sizes, helping them to reach 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.
A percentage of the total value of assets under management is charged.
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2
MT
11/03/2023 - Present
Osaic Wealth, Inc. (HELENA MT)
MT
03/16/1993 - 11/03/2023
FSC SECURITIES CORPORATION (HELENA MT)
MN
12/16/1980 - 03/23/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/16/1980 - 03/23/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/09/1980 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
03/15/1979 - 06/18/1982
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BC
Issued 03/05/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/03/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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