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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wetzel is an active investment advisor representative with Equitable Advisors, LLC. Gary Wetzel is registered in Delaware, Maryland, New Jersey, Pennsylvania, and Virginia. Gary Wetzel has 50 years of experience in the securities industry. Gary Wetzel's previous employers include Transamerica Financial Advisors, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Philadelphia Financial Advisors, Inc., Summit Equities, Inc., Eric Securities, Corp., Investors Brokerage Services, Inc., Energy Resource Investment Corp., Mutual Fund Specialists, Inc., Philadelphia Life Asset Planning Company, and Oppenheimer Asset Management Corporation. Gary Wetzel's current branch office is located at 1 Belmont Avenue, STE. 1100 in Bala Cynwyd, Pennsylvania. Gary Wetzel is also registered as an investment advisor representative with Equitable Advisors, LLC in Ardmore, Pennsylvania. Gary Wetzel specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
PA
07/18/2006 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
12/03/1994 - 06/12/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (HAVERTOWN PA)
MA
09/28/1993 - 11/08/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/28/1993 - 11/08/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
02/24/1982 - 07/20/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/24/1982 - 07/20/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/16/1986 - 09/09/1987
PHILADELPHIA FINANCIAL ADVISORS, INC.
NA
08/30/1984 - 09/09/1987
SUMMIT EQUITIES, INC.
NA
08/16/1985 - 09/04/1987
ERIC SECURITIES, CORP.
NA
12/13/1985 - 12/20/1986
INVESTORS BROKERAGE SERVICES, INC.
NA
03/14/1979 - 10/01/1983
ENERGY RESOURCE INVESTMENT CORP.
NA
08/05/1976 - 02/15/1979
MUTUAL FUND SPECIALISTS, INC.
NA
06/30/1976 - 05/03/1978
PHILADELPHIA LIFE ASSET PLANNING COMPANY
NA
07/11/1972 - 09/18/1975
OPPENHEIMER ASSET MANAGEMENT CORPORATION
IA
Issued 05/15/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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