Unclaimed
Gary Chmielewski is a financial advisor at Edward Jones. He has been in the industry since 1997 and has been registered with the firm since 2017. Gary is a Certified Financial Planner and has been recognized as a top advisor in the industry. He works with a wide range of clients, including individuals, families, businesses, and retirement plans. Gary is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NC
02/28/2019 - Present
Edward Jones (MINT HILL NC)
FL
07/20/2010 - 11/14/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (NOKOMIS FL)
FL
11/22/2006 - 07/22/2010
RAYMOND JAMES & ASSOCIATES, INC. (VENICE FL)
FL
10/01/2000 - 12/06/2006
WACHOVIA SECURITIES, LLC (VENICE FL)
NC
09/28/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
08/03/1998 - 09/25/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
AL
01/02/1998 - 09/16/1998
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NA
07/27/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
07/19/1988 - 03/13/1989
INVESTMENT MANAGEMENT & RESEARCH, INC
IA
Issued 04/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Chmielewski is the right advisor for you? Invested Better is here to help.