Jeffrey Guella (CRD# 4894507) is an Investment Advisor Representative working at Trinity Financial Services, Inc. in Bloomfield Hills, MI and has over 19 years of experience in the finance industry. Jeffrey Guella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Happy Trails Co, LLC | Bloomfield Hills, MI | Jan 2021 - Current | 3 |
| Mutual Securities, Inc. | Camarillo, CA | Jul 2017 - Current | 6 |
| Applied Benefit Strategies, Inc. Dba Trinity Financial Services | Bloomfield Hills, MI | Jan 2017 - Current | 7 |
| Nc Condo, LLC | Bloomfield Hills, MI | Aug 2013 - Current | 10 |
| Applied Benefit Strategies, Inc. | Bloomfield Hills, MI | Oct 2004 - Current | 19 |
| Lpl Financial, LLC | Bloomfield Hills, MI | Oct 2007 - Jul 2017 | 9 |
| Trinity Wealth Management, Inc. | Bloomfield Hills, MI | Sep 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- MI
- TX
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts215ACCOUNTS
-
Average Account Value$349,302
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MI, TX
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