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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy William Keefer is a Registered Investment Advisor representative in California. Guy is currently affiliated with Keefer Pension Consulting, Inc. in El Segundo, California. Guy William Keefer has been in the securities industry since January 1998. Guy William Keefer has passed the Series 65, 63, 53, 24, 4, 7 and SIE exams. Guy William Keefer is also a Certified Financial Planner. Guy William Keefer has experience with high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth 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.
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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CA
07/15/2009 - Present
Keefer Pension Consulting, Inc. (EL SEGUNDO CA)
CA
07/07/2009 - 10/02/2017
PURSHE KAPLAN STERLING INVESTMENTS (El Segundo CA)
CA
05/15/2009 - 07/13/2009
INVESTORS CAPITAL CORP. (MARINA DEL REY CA)
CA
02/13/2008 - 05/15/2009
CAPITAL ANALYSTS, INCORPORATED (MARINA DEL REY CA)
CA
01/05/1998 - 02/15/2008
WESTERN INTERNATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
07/15/1997 - 12/31/1997
SPECTRUM SECURITIES, INC. (AROURA HILLS CA)
CA
04/19/1995 - 07/10/1997
SMITH CULVER INVESTMENTS (SAN FRANCISCO CA)
CA
04/16/1987 - 04/05/1995
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NA
02/24/1987 - 08/04/1987
GARY-WHEATON STOCK BROKERAGE, INC.
IA
Issued 08/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/12/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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