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Capital Investment Services, Inc. provides a multitude of unique services to our clients in cooperation with their legal and accounting advisors.
We have been innovators in the financial services industry since 1973 and we are committed to continuous growth and innovation for the benefit of our clients.
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Wayne F Guidotti, CFP, MSFS |
John M Guidotti |
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Founder of “The Executive Planning Solution"
EDUCATION
American College - Master of Science in Financial Services
University of Maryland - B.S. Business Administration
Certified Financial Planner (CFP)
Certified Estate Advisor (CEA)
LICENSING
NASD - Series 7 General Securities Representative NASD - Series 24 General Securities Principal NASD - Series 63 State Securities Law NASD - Series 65 Uniform Investment Advisor Law NASD - Series 51 Municipal Fund Securities Principal Life/Health/Disability/Annuities
SECURITIES OFFERED THROUGH
Royal Alliance Associates, Inc. Member NASD/SIPC
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EDUCATION
University of Scranton - B.S. Marketing
Currently taking the coursework in preparation for sitting for the CFP™ certification examination
LICENSING
NASD - Series 7 General Securities Representative NASD - Series 6 Mutual Funds/Variable Annuities NASD - Series 63 State Securities Law NASD - Series 65 Uniform Investment Advisor Law Life/Health/Disability/Annuities
SECURITIES OFFERED THROUGH
Royal Alliance Associates, Inc. Member NASD/SIPC
RESPONSIBILITIES
John works on the design, implementation and monitoring of investment and insurance recommendations for all of our clients. He is also in charge of the staff.
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Aaron P Guidotti, AAMS |
David J Visintainer | ||||
EDUCATION
University of Scranton - B.S. Finance and Economics
College of Financial Planning - Accredited Asset Management Specialist
LICENSING
NASD - Series 7 General Securities Representative NASD - Series 63 State Securities Law NASD - Series 65 Uniform Investment Advisor Law
SECURITIES OFFERED THROUGH
Royal Alliance Associates, Inc. Member NASD/SIPC
RESPONSIBILITIES
Aaron advises the company on technological decisions.
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EDUCATION
West Chester University - B.S. Finance and Business Management
Currently taking the coursework in preparation for sitting for the CFP™ certification examination
LICENSING
NASD - Series 7 General Securities Representative NASD - Series 63 State Securities Law NASD - Series 65 Uniform Investment Advisor Law
SECURITIES OFFERED THROUGH
Royal Alliance Associates, Inc. Member NASD/SIPC
RESPONSIBILITIES
Dave runs the financial planning operations and also works with John on investments. |
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Terry Sutton |
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RESPONSIBILITIES
Terry is responsible for the management of our office as well as taking care of bookkeeping.
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