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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal Blaine Guidry is a registered investment advisor representative with Macquarie Investment Management Business Trust in Philadelphia, Pennsylvania. Neal has been in the industry since 1998 and holds the Series 65, Series 66, Series 7, Series 31 and the SIE exams. Neal has previously worked at Waddell & Reed, Ivy Distributors, Inc., Vanguard Marketing Corporation and UBS Financial Services Inc.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
06/17/2021 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
10/31/2019 - 08/31/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
10/31/2019 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
PA
06/07/2012 - 10/10/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
MA
12/19/2005 - 05/23/2012
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
12/15/2011 - 05/22/2012
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NJ
12/19/2002 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MD
03/10/1998 - 12/20/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 07/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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