Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alberto Pereira is a financial advisor with over 30 years of experience. Gary has worked with a number of firms including Securities America, Inc., Brecek & Young Advisors, Inc., and Wm Financial Services, Inc. Gary is currently registered with Osaic Wealth, Inc. and offers a range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Gary is committed to providing his clients with personalized service and helping them achieve their financial goals.
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
06/14/2024 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
07/21/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SAN JOSE CA)
CA
03/09/2001 - 07/24/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (MORGAN HILL CA)
CA
01/01/1999 - 03/05/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
10/09/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
AZ
02/07/1997 - 10/06/1998
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
09/06/1996 - 02/11/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
CA
07/03/1996 - 09/05/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
12/18/1995 - 07/10/1996
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
SC
06/01/1995 - 11/30/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
08/31/1990 - 04/28/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
GA
08/20/1985 - 11/16/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 02/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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