Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Guillotel is a financial advisor at Herbert J. Sims Capital Management, Inc. Steven has been in the financial services industry since 2023 and holds a Series 66, Series 7TO and SIE license. Steven provides portfolio management services to individuals and businesses. Steven also specializes in providing financial planning services. Steven has experience in working with high-net-worth individuals, corporations, and charitable organizations. Steven has worked at Equitable Advisors LLC, Fairview Health Services, Suburban Imaging/Midwest Radiology, and St. Paul Radiology/The Urgency Room.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
08/05/2024 - Present
Herbert J. Sims Capital Management, Inc. (FAIRFIELD CT)
MN
05/01/2023 - 07/31/2024
EQUITABLE ADVISORS, LLC (MINNEAPOLIS MN)
BOTH
Issued 02/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Guillotel is the right advisor for you? Invested Better is here to help.
