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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 Benjamin Penn is a financial advisor at Cetera Investment Advisers LLC. Gary has been in the financial industry since September 2009 and has experience with a variety of firms, including Edward Jones and Summit Brokerage Services, Inc. Gary is registered as an Investment Advisor Representative (IAR) with the states of Michigan and Texas and has a Series 66, 7 and SIE license. Gary's firm is based in Schaumburg, Illinois and has over 100 billion dollars in regulatory assets under management. Cetera Investment Advisers LLC provides a variety of advisory services, including financial planning, pension consulting, and educational seminars.
FENTON, MI
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.
A percentage of the total value of assets under management is charged.
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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (FENTON MI)
MI
04/29/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FENTON MI)
MI
08/10/2009 - 04/06/2011
EDWARD JONES (BRIGHTON MI)
BOTH
Issued 8/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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