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 Seitz is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the securities industry since December 1981. Gary also previously worked for MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., EVEREN SECURITIES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Gary holds the following licenses: Series 7, Series 5, Series 31, Series 63, Series 65, and SIE. Gary is registered with the following states: Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Missouri, New York, North Carolina, Oklahoma, Tennessee, Vermont, and Wisconsin. Gary specializes in providing financial planning services, portfolio management, investment advisory services, and pension consulting services.
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
IL
09/23/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SPRINGFIELD IL)
IL
06/01/2009 - 10/26/2009
MORGAN STANLEY SMITH BARNEY (SPRINGFIELD IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD IL)
IL
10/25/1994 - 04/02/2007
MORGAN STANLEY DW INC. (SPRINGFIELD IL)
MO
09/03/1991 - 10/26/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/24/1981 - 09/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/26/1982
Series 5 - Interest Rate Options Examination
BC
Issued 12/19/1981
Series 7 - General Securities 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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