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Francine F. Guo

GSB PODIUM ADVISORS, LLC·NEW YORK, New York
Clean recordGSB PODIUM ADVISORS, LLC
405 LEXINGTON AVE., 54TH FLOOR, NEW YORK, NY 10174CRD# 5905148Firm CRD# 157086

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Francine F. Guo · NEW YORK, NY
Registration
CRD #5905148 · GSB PODIUM ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Francine F. Guo is a registered financial advisor based in NEW YORK, New York, affiliated with GSB PODIUM ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GSB PODIUM ADVISORS, LLC
GSB PODIUM ADVISORS, LLC
AUM
$105M
Regulatory assets under management
Employees
7
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5905148
Firm CRD# 157086
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05

Frequently Asked Questions

What services does Francine F. Guo offer?
Francine F. Guo specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Francine F. Guo's credentials?
Francine F. Guo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Francine F. Guo located?
Francine F. Guo is based in NEW YORK, New York, working with GSB PODIUM ADVISORS, LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Francine F. Guo charge for services?
Francine F. Guo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GSB PODIUM ADVISORS, LLC?
GSB PODIUM ADVISORS, LLC has approximately 7 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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