Unclaimed
Gary Coley Meyerer is a financial advisor with over 40 years of experience in the industry. Gary has worked with a number of firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Dean Witter Reynolds Inc., Citigroup Global Markets Inc., Royal Alliance Associates, Inc., National Planning Corporation, and Securities America, Inc.. Gary is currently registered with Osaic Wealth, Inc. and is licensed in Connecticut, Delaware, Florida, New Jersey, New York, and Pennsylvania. Gary holds a Series 3, Series 5, Series 7, Series 63, and Series 65 licenses and has a SIE certification. Gary is a financial advisor with a diverse background and a long history of success in the industry.
New Fairfield, CT
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.
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.
1
2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (New Fairfield CT)
NY
11/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (NEW CITY NY)
NY
01/09/2009 - 11/09/2017
NATIONAL PLANNING CORPORATION (NEW CITY NY)
AZ
12/14/2006 - 01/29/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
03/13/1995 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NY
06/14/1989 - 02/17/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/17/1980 - 07/03/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/24/1979 - 01/17/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 3/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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