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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Anello is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gary has been in the industry since January 1996 and is registered in 15 states for both securities and investment advisory services. He holds the Series 7, 31, and 63 licenses as well as the Series 65. Gary has a strong track record of providing financial guidance and investment management to a wide range of clients, including high-net-worth individuals, families, businesses, and retirement plans. Gary is committed to helping clients achieve their financial goals through a personalized approach. Gary previously worked for WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC.. Gary is a Managing Partner of OAK WEALTH MANAGEMENT LLC and is a co-trustee for the Oak Wealth Management 401k PSP.
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.
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.
Investment consulting services to institutional clients
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
PA
01/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Conshohocken PA)
PA
02/20/2009 - 01/16/2024
WELLS FARGO CLEARING SERVICES, LLC (CHESTERBROOK PA)
PA
01/12/2001 - 03/12/2009
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
NY
01/04/1996 - 01/18/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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