Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Adam Hersch is a financial advisor with over 17 years of experience in the industry. Gary Adam Hersch is currently registered with Equitable Advisors, LLC and holds a Series 7, Series 24, Series 31, Series 51 and Series 66 license. Gary Adam Hersch is also a Certified Financial Planner. Gary Adam Hersch has previously been employed with VALIC Financial Advisors, INC., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and UBS Financial Services INC. Gary Adam Hersch provides a range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
12/12/2023 - Present
Equitable Advisors, LLC (WOODLAND HILLS CA)
CA
06/18/2012 - 10/14/2022
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
CA
06/01/2009 - 07/13/2012
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
CA
04/13/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
12/10/2004 - 04/23/2007
UBS FINANCIAL SERVICES INC. (ENCINO CA)
BOTH
Issued 12/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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