Jeffrey Gue (CRD# 4202767) is an Investment Advisor Representative working at Esi Financial Advisors in Lutherville-Timonium, MD and has over 23 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Life Group | Baltimore, MD | Aug 2021 - Current | 2 |
| Equity Services Inc. | Montpelier, VT | Aug 2021 - Current | 2 |
| Ic Advisory Services Inc. | Baltimore, MD | Nov 2016 - Aug 2021 | 4 |
| The Investment Center Inc. | Baltimore, MD | Nov 2016 - Aug 2021 | 4 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2015 - Nov 2016 | 1 |
| Peoples Bank | Baltimore, MD | Jun 2015 - Nov 2016 | 1 |
| Codorus Valley Financial Advisors, Inc. | Baltimore, MD | Jun 2015 - Nov 2016 | 1 |
| Nfp Advisor Services LLC | Baltimore, MD | Dec 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- MD
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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