Unclaimed
Gary Alan Balunas is an Investment Advisor Representative associated with Unlimited Timing Service Inc. Gary is a licensed professional in Florida, New York, and North Carolina. Gary has been a professional in the financial industry since 1978 and has a wide variety of experience and expertise. Gary is also registered as an insurance agent in Florida. Gary is also a Registered Investment Advisor.
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.
Personalized portfolio management to meet individual financial objectives.
Consultation on an hourly basis
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
06/10/2019 - Present
Unlimited Timing Service Inc. (CREEDMOOR NC)
NC
04/23/2003 - 10/13/2009
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (CREEDMOOR NC)
NY
01/06/2003 - 04/24/2003
EXCEL SECURITIES & ASSOCIATES, INC. (ROCHESTER NY)
NY
08/23/1994 - 12/31/2002
CADARET, GRANT & CO., INC. (SYRACUSE NY)
VA
02/06/1990 - 08/12/1994
MONETA SECURITIES CORPORATION (HAYMARKET VA)
NA
09/14/1988 - 12/21/1989
GREAT LAKES EQUITIES CO.
NA
01/31/1982 - 12/14/1988
AMERICAN DIVERSIFIED DISTRIBUTORS CORP.
NA
08/18/1980 - 12/07/1981
AMERICAN GENERAL CAPITAL PLANNING, INC.
NA
07/27/1978 - 08/25/1980
FIRST INVESTORS CORPORATION
IA
Issued 03/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/21/1978
Series 1 - Registered Representative Examination
Active
Inactive
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