Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Richard Gorham is a registered investment advisor representative with Partners Capital Services, Inc. Guy has been in the securities industry since 1997. Guy's experience includes working with both individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
04/15/2021 - Present
Partners Capital Services, Inc. (HAUPPAUGE NY)
NY
10/14/1999 - 08/06/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
05/05/1997 - 05/24/1999
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 02/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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