Unclaimed
Gary Bruce Fraley is an investment advisor representative with Merit Advisors, Inc.. Gary has been in the financial services industry since September 21, 2009, and holds a Series 7, Series 63, Series 65, Series 24, and Series 79TO licenses. Gary is also a Chartered Financial Analyst. Gary is registered to provide investment advisory services in Oklahoma, Texas, Hawaii, Nevada, and California.
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.
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.
A percentage of the total value of assets under management is charged.
Signal service provided to third party advisors and institutions
1
2
OK
07/18/2024 - Present
Merit Advisors, Inc. (OKLAHOMA CITY OK)
OK
07/12/2010 - 10/18/2011
OAK HILLS SECURITIES, INC. (OKLAHOMA CITY OK)
BC
Issued 11/30/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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