Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy William Jones is a financial advisor with over 40 years of experience in the financial services industry. He is a Certified Financial Planner and holds Series 6, 7, 26, 51, and 63 licenses. He is registered to provide financial advice in Illinois, Iowa, Missouri, and Texas. Guy is currently employed with BFC Planning, Inc., and serves as a registered investment advisor representative for the firm. BFC Planning, Inc. is a registered investment advisor with offices in Cedar Rapids, Iowa and Denton, Texas. The firm provides financial planning and portfolio management services to individuals, corporations, businesses, pension plans, and charitable organizations. Guy's experience and expertise in financial planning and investment management make him a valuable resource for clients seeking to 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.
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.
Solicitor fee
1
2
TX
02/29/2012 - Present
BFC Planning, Inc. (DENTON TX)
BC
Issued 08/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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