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Guy James Abbanat

World Equity Group, Inc.

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About Guy James Abbanat

Guy Abbanat is an investment advisor representative with World Equity Group, Inc. Guy has been in the financial services industry since December 15, 1983. Guy is currently registered in Arizona, Florida, Illinois, New Jersey, North Carolina and South Carolina. Guy has been with World Equity Group, Inc. since May 2011.

Firm Information

Guy Abbanat is currently registered with World Equity Group, Inc.. World Equity Group, Inc. is a corporation formed in September 1991 and headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. World Equity Group, Inc. manages over $858 million in assets for 3,109 clients.
World Equity Group, Inc.

425 N MARTINGALE RD

SCHAUMBURG, IL 60173

$858.55M

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Guy Abbanat’s Registration & Firm History

FL

01/16/2024 - Present

World Equity Group, Inc. (CORAL SPRINGS FL)

IA

01/21/2011 - 05/04/2011

BEST DIRECT SECURITIES, LLC (CEDAR FALLS IA)

FL

01/02/2009 - 11/05/2010

BREWER FINANCIAL SERVICES, LLC (CORAL SPRINGS FL)

FL

06/30/2006 - 01/20/2009

UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)

FL

12/12/1983 - 07/05/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL SPRINGS FL)

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Licenses & Designations

IA

Issued 08/27/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/14/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 02/28/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Guy James Abbanat. Review regulatory record here.
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