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BG Investment Services’ Allie Leon Guerrero earns accredited wealth management advisor designation

Community Bulletin
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(Press Release) —  The board of directors, management, and staff are proud to announce that Alexandra “Allie” Leon Guerrero, vice president/managing investment advisor representative with BG Investment Services Inc., has earned the Accredited Wealth Management Advisor SM or AWMA designation and is currently the only AWMA designee on Guam.

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.

 

 

November 2020 pssnewsletter

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