Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Landolfi has over 30 years of experience in the financial services industry. He has a background in public accounting and has been a Certified Financial Planner since 1999. Guy is currently registered with Cetera Investment Advisers LLC and has previously held positions at Girard Securities, Inc. and H.D. Vest Investment Securities, Inc. Guy is licensed to provide investment advice in several states, including California, Florida, Georgia, Maryland, New Jersey, Ohio, Pennsylvania and Virginia.
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.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (ALTOONA PA)
CA
11/24/2009 - 11/30/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
PA
06/07/1990 - 11/03/2009
H.D. VEST INVESTMENT SERVICES (ALTOONA PA)
TX
01/21/1987 - 11/01/1989
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 11/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/3/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/1/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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