Unclaimed
Gary Hundrup is a financial advisor registered with LPL Financial LLC. Gary has been in the financial services industry since April 2005 and has experience with both individual and business clients. Prior to joining LPL Financial LLC, Gary was registered with Waddell & Reed, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary offers investment advisory services in addition to financial planning services. Gary is registered in the state of Washington and holds licenses for Series 63, 66, and 7 exams. Gary also holds the SIE.
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
WA
07/21/2021 - Present
LPL Financial LLC (TACOMA WA)
WA
12/06/2012 - 07/21/2021
WADDELL & REED (TACOMA WA)
WA
11/17/2005 - 12/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FEDERAL WAY WA)
WI
03/17/2005 - 10/28/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 11/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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