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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Gabriel Cococcetta is a financial advisor with SPC, a firm with offices in Ann Arbor and Macomb, Michigan. Guy has been working in the financial services industry since 2003. He is registered as an investment advisor in Illinois, Maryland and Michigan. Guy specializes in working with individuals, businesses, pension plans and charitable organizations. He offers a range of financial services, including financial planning, portfolio management, and consultation services. Guy is a Certified Financial Planner and has a strong understanding of financial markets and investment strategies. He works to provide clients with personalized financial advice and help them 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/28/2010 - Present
SPC (MACOMB MI)
MI
01/19/2005 - 06/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
MN
05/22/2003 - 01/10/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/22/2003 - 01/10/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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