Guy Regalado, APMA®, CRPC®

Guy regalado, apma®, crpc®

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location of Guy Regalado, APMA®, CRPC®Boca Raton, Florida, United States
Followers of Guy Regalado, APMA®, CRPC®1000 followers
  • Timeline

  • About me

    Financial Advisor, Managing Director at Ameriprise Financial Services, LLC

  • Education

    • Lakenheath high school, lakenheath, england

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    • College for financial planning

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      Chartered retirement planning counselor financial planning

      Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.All designees have agreed to adhere to Standards of… Show more Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Show less

    • University of maryland

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      Bachelor of science finance
  • Experience

    • Ameriprise financial services, llc

      Oct 2013 - now
      Financial advisor, vice president

      As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice. Working together, we’ll help you reach your goals and give you greater financial confidence.

  • Licenses & Certifications

    • Series 31 - managed futures

      Aug 2010
    • Series 66 - combined investment advisory agent & uniform state exam

      Aug 2010
    • Series 7 - general securities representative

      Aug 2010
    • Life, health & variable annuity insurance licensed

      Feb 2006
    • Long term care & disability insurance licensed

      Feb 2006
    • Crpc®

      College for financial planning
      Sept 2014
      View certificate certificate