Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Guy is an investment advisor representative associated with Kestra Advisory Services, LLC. Michael has been in the financial industry for over 30 years, having passed the Series 7, Series 63 and Series 65 exams. Michael also has experience with other businesses including tax/accounting/CPA, Real Estate and a board member role with the Rotary Club of Lexington Park. Kestra Advisory Services, LLC is a registered investment advisor headquartered in Austin, Texas and offers a variety of investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.
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.
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.
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
MD
04/18/2016 - Present
Kestra Advisory Services, LLC (CALIFORNIA MD)
MD
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (CALIFORNIA MD)
TN
01/17/1997 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
01/01/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/25/1991 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
AZ
11/19/1989 - 12/02/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/24/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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