Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alvin Nagel is a registered representative with Cambridge Investment Research Advisors, Inc. Gary has been in the securities industry since October 1969. Gary is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with several other firms. Gary is a Series 63, Series 7, Series 1 and SIE licensed financial professional. Gary is also a board member for several non-profit organizations and a president of a business.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
11/06/2020 - Present
Cambridge Investment Research Advisors, Inc. (Gladstone MO)
KS
09/01/2009 - 11/10/2020
GENEOS WEALTH MANAGEMENT, INC. (OVERLAND PARK KS)
KS
10/17/1994 - 09/01/2009
ROYAL ALLIANCE ASSOCIATES, INC. (OVERLAND PARK KS)
MO
11/12/1993 - 10/18/1994
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
AZ
06/05/1990 - 11/12/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
KS
02/09/1989 - 06/12/1990
PRIMELINE SECURITIES CORP. (WICHITA KS)
NA
07/20/1987 - 02/12/1988
SENTRA SECURITIES CORPORATION
NA
10/15/1969 - 08/10/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
08/12/1986 - 07/21/1987
TITAN CAPITAL CORPORATION
NA
04/13/1981 - 07/15/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/08/1977 - 06/21/1979
CNA INVESTOR SERVICES, INC.
NA
03/08/1978 - 07/07/1978
NML EQUITY SERVICES, INC.
NA
11/18/1969 - 03/08/1977
CNA INVESTOR SERVICES, INC.
BC
Issued 05/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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