Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Thornton McBride is a financial advisor registered in North Carolina and Massachusetts. Guy is associated with Truist Advisory Services, Inc. Guy has over 12 years of experience in the financial services industry. Guy has passed the Series 6, 7, 10, 24, 63, and 66 exams. Guy specializes in portfolio management for individuals and businesses, financial planning and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
10/13/2022 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
10/07/2021 - 10/10/2022
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
08/12/2014 - 09/21/2021
PNC INVESTMENTS (CHARLOTTE NC)
NC
10/25/2010 - 08/07/2014
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2023
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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