Unclaimed
Gary Bruce Sieburg is a financial advisor with over 30 years of experience in the financial services industry. Gary is a CERTIFIED FINANCIAL PLANNER™ professional and registered representative of LPL Financial LLC. Gary has served clients at LPL Financial since 2006. Prior to that, he was employed at CUNA Brokerage Services, Inc., Intersecurities, Inc., and Pruco Securities Corporation. Gary offers financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Gary holds Series 6, 7, 24, 63, and 66 licenses, as well as a SIE license.
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
TX
12/08/2006 - Present
LPL Financial LLC (GARLAND TX)
TX
01/12/1994 - 12/11/2006
CUNA BROKERAGE SERVICES, INC. (DUNCANVILLE TX)
FL
06/25/1992 - 12/31/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NJ
07/29/1985 - 07/06/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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