Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Carpenter is a financial advisor at Global Retirement Partners LLC. Gary has been working in the financial industry since 2000. Gary holds the Series 7, Series 66, and SIE securities licenses. Gary is currently registered as an Investment Advisor Representative in Maryland. Prior to joining Global Retirement Partners LLC, Gary worked at PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Robert W. Baird & Co. Incorporated. Gary specializes in providing financial planning, pension consulting, and portfolio management services for individuals, families, and businesses.
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.
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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CA
02/06/2020 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MD
02/09/2018 - 11/01/2018
PNC INVESTMENTS (REISTERSTOWN MD)
MD
05/26/2017 - 10/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
05/06/2013 - 04/28/2017
PNC INVESTMENTS (HUNT VALLEY MD)
MD
08/14/2009 - 04/23/2013
ROBERT W. BAIRD & CO. INCORPORATED (TOWSON MD)
MD
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (TOWSON MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
12/06/2000 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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