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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 Ben-ezra is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Poughkeepsie, NY. Gary has been in the financial industry since 2004. He holds the Series 7, Series 63 and Series 65 licenses and is registered to provide investment advice in 31 states, including New York and Texas. Gary is also a Chartered Financial Analyst. He has previously been registered with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc. Gary is a financial advisor with experience in both individual and institutional investing, and has served as a trustee for 401(k) plans. Gary focuses on helping clients achieve their financial goals.
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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NY
07/07/2022 - Present
Wells Fargo Advisors Financial Network, LLC (POUGHKEEPSIE NY)
NY
04/20/2007 - 07/07/2022
WELLS FARGO CLEARING SERVICES, LLC (POUGHKEEPSIE NY)
NY
11/18/2004 - 05/03/2007
CITIGROUP GLOBAL MARKETS INC. (POUGHKEEPSIE NY)
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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