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Guy P
CFP®, Series 63, Series 65
Helena, MT
OSAIC
Guy Peel is a CFP® with 47 years of industry experience. He is currently with OSAIC since 2023 and previously worked at Capital Financial Advisory Inc. and FSC Securities Corporation for over 30 years each. In addition to his advisory role, he serves as president of Capital Financial Advisory, Inc., engaging in the solicitation of fixed annuity and fixed life insurance business. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with discretionary or non-discretionary account management.
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