Located in Birmingham, Michigan, Jim Guisinger is a experienced financial advisor with over 35 years of industry experience. My team, guided by the wider capabilities of Raymond James is to devise, deliver, and maintain customized client solutions for individuals, families, and executive/professionals. We are privileged to serve this group of successful clients who want and deserve a very thoughtful and personalized set of investment strategies and services.
Experience
AIF, CEPA
Vice President, Investments
Raymond James & Associates
February 2007 – Present
- Our services are tailored to the requirements of the individual client
- Portfolio management and investment strategies
- Concentrated stock positions
- Executive compensation strategies
- Retirement planning strategies
- Trust and Estate planning strategies
- Series 7 – General Securities Representative Exam
- Series 65 – Uniform Investment Advisor Law Exam
- Series 3 – National Commodities Futures Exam
- Life and Health Insurance License
Vice President – Financial and Retirement Planning Consultant
Smith Barney-Citigroup Global Markets
September 1989 – February 2007 (17 years, 6 months)
- Portfolio management
- Retirement planning
- Financial planning
Financial Consultant
Shearson Lehman Brothers Inc.
October 1983 – September 1989 (6 years)
- Municipal Bond sales and research
