Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Savino is a financial advisor with over 40 years of experience in the securities industry. Guy is currently registered with Morgan Stanley. Guy has been with Morgan Stanley since November 2016 and previously worked at Wells Fargo Advisors, LLC. Prior to that, Guy held positions at A. G. Edwards & Sons, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., Loeb Partners, Loeb Rhoades & Co. Inc., Loeb, Rhoades & Co. Inc., Edwards & Hanly, and Oppenheimer Asset Management Corporation. Guy specializes in providing financial advice to individuals, high-net-worth individuals, families, businesses, and trusts. Guy is also registered as an investment advisor in New Jersey and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
11/04/2016 - Present
Morgan Stanley (TOMS RIVER NJ)
NJ
01/01/2008 - 11/07/2016
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
NJ
03/18/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RED BANK NJ)
NY
07/31/1993 - 04/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/17/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 09/17/1979
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
10/06/1975 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
07/03/1973 - 11/10/1975
EDWARDS & HANLY
NA
07/19/1971 - 08/27/1972
OPPENHEIMER ASSET MANAGEMENT CORPORATION
BC
Issued 05/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 06/28/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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