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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry Michel is a financial advisor with Cetera Investment Advisers LLC. Garry has been in the industry since May 2007 and is currently registered to provide investment advice in New Jersey, New York and Texas. Garry is a Certified Financial Planner™ and is licensed to sell securities and investment advisory products. Garry has a strong track record of providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Garry is committed to providing personalized service and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
NY
04/20/2022 - Present
Cetera Investment Advisers LLC (MONTGOMERY NY)
NY
10/01/2012 - 04/14/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 02/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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