Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sefa? Claim Your ProfileSefa Necmi Gunay is a financial advisor who has been in the industry since 2015. Sefa Gunay is currently registered with Lincoln Investment and is located in Fort Washington, Pennsylvania. Sefa Gunay has a Series 6, 7TO, 63, 66, 9 and 10 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC and Santander Securities LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/26/2024 - Present
Lincoln Investment (Fort Washington PA)
PA
11/28/2022 - 02/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)
PA
07/01/2016 - 09/22/2022
WELLS FARGO CLEARING SERVICES, LLC (JENKINTOWN PA)
PA
01/20/2015 - 03/24/2016
SANTANDER SECURITIES LLC (CHELTENHAM PA)
PA
10/21/2013 - 02/11/2014
PRUCO SECURITIES, LLC. (CHALFONT PA)
BOTH
Issued 08/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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