Yonny Guaneme, financial advisor Astoria NY

Yonny Guaneme

CRD Number: 5330642
Current Firm: Primerica Advisors

Yonny Guaneme (CRD# 5330642) is an Investment Advisor Representative working at Primerica Advisors in Astoria, NY and has over 16 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor Astoria NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor Astoria NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor Astoria NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Pfs Investments, Inc. Astoria, NY Aug 2007 - Current 16
Primerica Financial Services Astoria, NY Jan 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
Contact Info for Yonny O. Guaneme
Phone Number: 833-786-0550
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.