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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 Backstrom is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gary has over 40 years of experience in the financial industry. Gary is registered with FINRA, Series 3, 7, 9, 10, and 63, and holds the SIE designation. Gary's previous firms included A.G. Edwards & Sons, Inc. and WELLS FARGO CLEARING SERVICES, LLC. Gary specializes in providing financial advice to individuals, businesses, high-net-worth individuals, corporations, pension plans, and charitable organizations. Gary is also a registered Investment Advisor in Colorado and Texas.
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.
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2
CO
09/13/2019 - Present
Wells Fargo Advisors Financial Network, LLC (COLORADO SPRINGS CO)
CO
01/01/2008 - 09/13/2019
WELLS FARGO CLEARING SERVICES, LLC (COLORADO SPRINGS CO)
CO
03/26/1979 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLORADO SPRINGS CO)
BC
Issued 02/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/09/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/17/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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