Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Allen Binenstock is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the industry since December 9, 1991. Gary holds a Series 63, Series 65, Series 7, Series 9, Series 10, Series 4, Series 55, Series 57TO, and the SIE exam. Gary is registered in 55 states and the District of Columbia. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has also worked with BANC OF AMERICA INVESTMENT SERVICES, INC., QUICK & REILLY, INC., FLEET SECURITIES, INC., and ALLIANCE FUND DISTRIBUTORS, INC. Gary has experience working with individual, high-net-worth individuals, business development companies, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions. Gary's firm is based out of New York, NY and has approximately $10 billion - $50 billion in regulatory assets under management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/26/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PENNINGTON NJ)
MA
10/20/2004 - 09/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
02/24/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
TX
06/05/1997 - 12/02/2002
FLEET SECURITIES, INC. (DALLAS TX)
TN
07/03/1991 - 06/03/1997
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
IA
Issued 03/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/25/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/25/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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