Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Chris Tate is a financial advisor at Raymond James & Associates, Inc., with over 30 years of experience in the industry. Gary Chris Tate is a registered representative in Texas and has a Series 7, Series 63, and SIE license. Gary Chris Tate has previously worked at MORGAN KEEGAN & COMPANY, INC., PAINEWEBBER INCORPORATED, and ROTAN MOSLE INC.. Gary Chris Tate specializes in a variety of financial services, including financial planning, portfolio management, and pension consulting. Gary Chris Tate is dedicated to providing his clients with the highest level of service and expertise.
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.
Please see note in schedule d - miscellaneous
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
02/13/2013 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
02/23/1996 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)
NJ
01/01/1991 - 02/26/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
07/01/1980 - 01/01/1991
ROTAN MOSLE INC.
BC
Issued 07/01/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Tate is the right advisor for you? Invested Better is here to help.
