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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 McCauley is a financial advisor with Cornerstone Financial Group. Guy is a licensed insurance agent who specializes in providing financial advice and guidance. He can help with retirement planning, investment management and estate planning. Guy also has experience in providing financial services to individuals and families. Guy has been in the industry since 2014 and has a strong reputation for providing excellent customer service. He is committed to helping his clients reach their financial goals and is passionate about helping people achieve financial security. Guy has worked with firms including Thrivent Investment Management Inc, Prudential Insurance Company of America, Pruco Securities, LLC, Principal Life Insurance Company, Principal Securities Inc, and Massachusetts Mutual Life Insurance Company.
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.
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
WI
01/03/2023 - Present
Cornerstone Financial Group (APPLETON WI)
WI
12/16/2019 - 01/06/2023
PRINCIPAL SECURITIES, INC. (Appleton WI)
WI
02/12/2018 - 12/12/2019
MML INVESTORS SERVICES, LLC (De Pere WI)
WI
05/22/2017 - 02/01/2018
PRUCO SECURITIES, LLC. (APPLETON WI)
WI
03/13/2014 - 05/24/2017
THRIVENT INVESTMENT MANAGEMENT INC. (GREEN BAY WI)
BOTH
Issued 03/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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