Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Bernard Bjornson is a registered representative at LPL Financial LLC and has been in the industry since May 2, 1978. Gary is registered in 29 states and specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Gary has a broad range of experience in the financial services industry, having previously worked with 1ST DISCOUNT BROKERAGE, INC., ACUMENT SECURITIES, INC., TITAN/VALUE EQUITIES GROUP, INC., PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED, and FIRST AFFILIATED SECURITIES, INC.
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.
Consulting and other non-discretionary advisory services
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
CA
09/09/2009 - Present
LPL Financial LLC (LAKESIDE CA)
FL
08/21/2002 - 01/05/2004
1ST DISCOUNT BROKERAGE, INC. (LAKE WORTH FL)
CA
06/21/1985 - 08/21/2002
ACUMENT SECURITIES, INC. (SAN FRANCISCO CA)
CA
08/08/1986 - 10/24/1990
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
06/30/1978 - 06/29/1985
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
03/27/1978 - 07/17/1978
FIRST AFFILIATED SECURITIES, INC.
BOTH
Issued 09/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1978
Series 40 - Registered Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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