The designation is awarded to those who successfully complete a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives, subsequently passing a comprehensive examination.
Alexandra “Allie” Leon Guerrero
Hired in 2011, Leon Guerrero joined BG Investment Services Inc. following five years with Merrill Lynch (Guam) as assistant vice president / financial advisor. Prior to that, she was with ASC Trust Company for five years as a special projects manager.
Leon Guerrero is a 2005 graduate of the University of Guam’s School of Business and Public Administration and holds the FINRA Series 66 License – Registered Investment Advisor (Guam, CNMI, and California). She holds the following professional designations: Chartered Retirement Planning Counselor℠ from the College for Financial Planning and Accredited Investment Fiduciary from the Center for Fiduciary Studies fi360.
BG Investment Services Inc. is a subsidiary of BankGuam Holding Company. For additional information, contact a BG Investment Services representative at (671) 472- 5490.
