Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry David Scheufler is a financial advisor in Dallas, TX with over 25 years of experience in the financial services industry. Garry is currently registered with Concurrent Investment Advisors, LLC and holds a Series 6, 7, 63, 66 and SIE license. Prior to joining Concurrent Investment Advisors, Garry worked at Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Diversified Investors Securities Corp. He is registered with the state of Texas as an Investment Advisor Representative. Garry Scheufler is also a Registered Representative with FINRA and a registered investment advisor representative in the state of Texas.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
FL
04/26/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
TX
04/01/2022 - 05/15/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
07/23/2012 - 04/04/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRISCO TX)
TX
04/12/2005 - 05/01/2008
DIVERSIFIED INVESTORS SECURITIES CORP. (IRVING TX)
IA
08/29/2000 - 08/07/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
TX
01/19/2000 - 06/29/2000
SWS FINANCIAL SERVICES (DALLAS TX)
IA
12/23/1991 - 12/09/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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