Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Acerra is a financial advisor with Ameriprise Financial Services, LLC. Guy has been in the industry since 1976. Guy is a CERTIFIED FINANCIAL PLANNER™ professional. Guy has licenses in Colorado and Texas. Guy has worked for Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. Guy has a variety of licenses, including Series 1, 7, 22TO, 24, 63, and 6TO. Guy has a total of 2 approved state and 2 approved IA registrations. Guy's firm offers various investment management services. Guy is registered with FINRA and is a registered investment advisor. Guy also has several specializations including Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Publication of Periodicals, and Asset Allocation Services. Guy is a member of the board of directors for Acerra, a company that manages Guy's personal investments.
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.
Asset allocation 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.
1
2
TX
12/24/1986 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
MN
06/01/1976 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/01/1976 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 09/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Guy Acerra is the right advisor for you? Invested Better is here to help.
