Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Coley Meyerer is a financial advisor with over 44 years of experience in the financial services industry. Gary is currently registered with Osaic Wealth, Inc. and has been with them since June 2024. Before that, Gary worked with Securities America, Inc., National Planning Corporation, Royal Alliance Associates, Inc., Citigroup Global Markets Inc., Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary holds Series 3, 5, 63, 65, and 7 licenses, and the SIE exam. Gary offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (LEESBURG VA)
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 03/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1983
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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