Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Underbrink is an investment advisor representative at MML Investors Services, LLC. Gary is a registered investment advisor and has been in the industry since January 24, 2006. Gary has been with MML Investors Services, LLC since March 25, 2017. Gary has also previously worked at MSI Financial Services, Inc., NEXT FINANCIAL GROUP, INC., WELLS FARGO ADVISORS, LLC and WADDELL & REED, INC. Gary specializes in financial planning, asset allocation programs, pension consulting, educational seminars and portfolio management for individuals and businesses. Gary holds a Series 66, Series 7 and SIE license. Gary is registered in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Louisiana, Missouri, New Jersey, Tennessee, Texas and Wisconsin.
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.
Asset allocation programs
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.
Solicitors fees
1
2
TX
03/25/2017 - Present
MML Investors Services, LLC (Corpus Christi TX)
TX
10/30/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Corpus Christi TX)
TX
10/13/2009 - 11/02/2015
NEXT FINANCIAL GROUP, INC. (CORPUS CHRISTI TX)
TX
04/28/2006 - 10/08/2009
WELLS FARGO ADVISORS, LLC (CORPUS CHRISTI TX)
TX
01/20/2006 - 04/26/2006
WADDELL & REED, INC. (CORPUS CHRISTI TX)
BOTH
Issued 06/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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