Unclaimed
Jimil Booker Wilson is an investment advisor representative at Guyasuta Investment Advisors, Inc. Jimil Booker Wilson has been in the industry since 2001 and has been with Guyasuta Investment Advisors, Inc. since 2022. Prior to Guyasuta Investment Advisors, Inc., Jimil Booker Wilson worked for PNC CAPITAL MARKETS LLC and MELLON FINANCIAL MARKETS, LLC. Jimil Booker Wilson specializes in providing financial planning, portfolio management for individuals and businesses. Jimil Booker Wilson is a registered investment advisor in Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
PA
11/28/2022 - Present
Guyasuta Investment Advisors, Inc. (PITTSBURGH PA)
PA
07/09/2004 - 01/05/2016
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NY
02/12/2001 - 06/29/2004
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
IA
Issued 11/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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