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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 Chesin is a financial advisor with over 20 years of experience in the industry. He currently works for SPC, a firm that offers a wide range of financial advisory services. Gary has been with SPC since October 2008 and has offices in Ann Arbor, Michigan, and Mt. Prospect, Illinois. Gary provides advisory services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and high net worth individuals. Gary is registered in Illinois, Florida and Arizona. He holds the Series 63, Series 66, and Series 7 licenses. Gary's financial expertise has been shaped by his experience at various firms such as Wachovia Securities, LLC and A. G. Edwards & Sons, Inc., and Edward Jones.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
10/15/2008 - Present
SPC (ANN ARBOR MI)
IL
01/01/2008 - 11/12/2008
WACHOVIA SECURITIES, LLC (SKOKIE IL)
IL
01/21/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SKOKIE IL)
MO
11/06/2001 - 01/06/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 01/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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