Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sullivan Guy is a financial advisor registered in Georgia. Stephen has been working in the financial services industry since March 2012 and is currently registered with Truist Advisory Services, Inc. Previously, Stephen was employed with Wells Fargo Advisors, LLC in Charlottesville, VA. Stephen's primary focus is on providing financial planning and portfolio management services for both individuals and businesses. He has a Series 6, Series 7, Series 63 and Series 65 licenses, and holds the SIE designation. Stephen Guy also owns and operates a photography business.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
03/19/2019 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
03/05/2012 - 02/11/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTESVILLE VA)
IA
Issued 04/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/02/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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