Unclaimed
Guy Clairmont is a financial advisor with LPL Financial LLC. He is registered with the state of Minnesota and has been in the industry since July 2002. Guy has experience in various areas of financial planning including portfolio management, investment advice, and retirement planning. Guy's background includes previous experience with SII INVESTMENTS, INC. and various other non-investment related businesses. He also holds various licenses and certifications including Series 7, 6, and 66. Guy is dedicated to providing comprehensive financial advice and guidance to his clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
10/31/2024 - Present
LPL Financial LLC (GRAND RAPIDS MN)
MN
07/31/2002 - 02/14/2018
SII INVESTMENTS, INC. (GRAND RAPIDS MN)
BOTH
Issued 07/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Guy Clairmont is the right advisor for you? Invested Better is here to help.