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 Pool is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in East Lansing, MI. Gary has been in the securities industry since 2021, previously working for J.P. Morgan Securities LLC in Ann Arbor, MI. Gary specializes in providing financial planning, investment management, and other advisory services to a wide range of clients, including individuals, businesses, and institutions. Gary holds the Series 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Gary is registered in Michigan, Texas, Florida, Illinois, Indiana, Minnesota, Ohio, and Wisconsin. Gary has been actively involved in the financial services industry for several years and has a strong commitment to providing clients with personalized financial solutions. Gary is committed to helping clients achieve their financial goals by providing them with sound advice and tailored investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
06/29/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST LANSING MI)
MI
10/11/2021 - 01/18/2023
J.P. MORGAN SECURITIES LLC (ANN ARBOR MI)
BOTH
Issued 04/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Pool is the right advisor for you? Invested Better is here to help.
