Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Pate Ridout is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC, a firm headquartered in Waltham, Massachusetts. Guy has over 20 years of experience in the financial services industry. Guy specializes in providing financial planning, portfolio management, and selection of other advisors for high-net-worth individuals, corporations, and charitable organizations. Guy is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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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WA
07/23/2024 - Present
Integrated Wealth Concepts LLC (GIG HARBOR WA)
IA
08/08/2017 - 07/17/2024
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
OH
02/06/2013 - 07/06/2016
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WA
06/09/2005 - 02/05/2013
GWFS EQUITIES, INC. (SEATTLE WA)
NY
07/19/2002 - 10/27/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
CO
02/15/2001 - 07/01/2002
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
IA
Issued 07/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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