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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 Milner is a financial professional with over 18 years of experience in the industry. Guy is currently registered with Wells Fargo Clearing Services, LLC in California and Texas and has previously held registrations with J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Investments, LLC, and Morgan Stanley DW Inc. Guy is a Certified Financial Planner and holds the Series 31, Series 7, and SIE licenses. Guy specializes in providing financial planning, investment consulting services to institutional clients, portfolio management for individuals and businesses, and selection of other advisers. Guy's firm manages over $550 billion in assets under management.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/07/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
10/01/2012 - 10/08/2022
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
09/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
07/28/2005 - 08/24/2009
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
NY
10/04/2004 - 06/27/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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