Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Chung Shek is a registered representative with Equity Services, Inc. Gary has been in the industry since 1994. Gary holds the Series 6, Series 63, and Series 65 licenses. Gary is registered to provide investment advisory services in Arkansas, California and Nevada. Gary also has experience with Ameritas Investment Corp. and MetLife Securities Inc. Gary specializes in providing financial planning, pension consulting, educational seminars and selection of other advisors.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/10/2017 - Present
Equity Services, Inc. (ALHAMBRA CA)
CA
01/07/2014 - 07/24/2017
AMERITAS INVESTMENT CORP. (ALHAMBRA CA)
CA
08/02/1994 - 01/07/2014
METLIFE SECURITIES INC. (BREA CA)
CA
08/02/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CITY OF INDUSTRY CA)
IA
Issued 09/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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