Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary A. Fee is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the industry since 1988 and has worked with a variety of firms including Hartford Funds Distributors, LLC, Hartford Life Distributors, LLC, BlackRock Investments, LLC and FAM Distributors, Inc. Gary holds licenses to provide financial advice in multiple states including Ohio and Texas. Gary specializes in providing financial advice for individuals, businesses, investment companies, pension plans, and charitable organizations. Gary is committed to providing clients with comprehensive financial planning and portfolio management services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/14/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AKRON OH)
PA
12/03/2012 - 11/26/2013
HARTFORD FUNDS DISTRIBUTORS, LLC (WAYNE PA)
CT
03/07/2011 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
NY
09/29/2006 - 03/21/2011
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
04/29/2004 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
TX
10/07/1999 - 02/06/2004
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IL
01/01/1997 - 10/04/1999
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
OH
01/18/1988 - 01/01/1997
FLAGSHIP FUNDS INC. (DAYTON OH)
IA
Issued 04/20/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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