Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry Dale Weiss is a registered investment advisor representative with Convergence Financial. Garry has been in the securities industry since 2003. Garry is registered with the state of Missouri. Garry provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Garry has worked with LPL Financial LLC and Cetera Financial Specialists LLC in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
07/17/2019 - Present
Convergence Financial (COLUMBIA MO)
MO
07/16/2019 - 08/27/2021
LPL FINANCIAL LLC (COLUMBIA MO)
MO
12/17/2013 - 07/23/2019
CETERA FINANCIAL SPECIALISTS LLC (COLUMBIA MO)
MO
01/07/2003 - 12/24/2013
1ST GLOBAL CAPITAL CORP. (COLUMBIA MO)
BOTH
Issued 02/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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