Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Henley is a financial advisor with Fidelity Personal And Workplace Advisors. Gary has been in the financial services industry for over 10 years. He has worked for multiple firms, including Edward Jones and J.P. Morgan Securities LLC. Gary is registered with the state of New York, as well as a number of other states. He holds a Series 66 license as well as Series 6, Series 7, and SIE licenses. Gary is also a Certified Financial Planner.
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.
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
06/09/2021 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
LA
02/25/2019 - 04/06/2021
EDWARD JONES (HOUMA LA)
LA
09/28/2017 - 01/08/2019
J.P. MORGAN SECURITIES LLC (HARAHAN LA)
BOTH
Issued 04/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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