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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Cremo has been in the financial industry since 1984. Gary currently is a registered representative with Morgan Stanley and has been with them since 2009. Gary is a financial professional with broad experience and knowledge of the financial markets. Gary specializes in investment clubs, insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Gary has a history of working with a wide range of clients including individuals, corporations, and institutional investors. In addition to his role at Morgan Stanley, Gary has held previous positions with other financial institutions, including Raymond James Financial Services, Inc., U.S. Bancorp Piper Jaffray Inc., and Roth Capital Partners, LLC. Gary has a proven track record of success in the financial industry, and he is committed 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/02/2020 - Present
Morgan Stanley (Irvine CA)
CA
03/24/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
11/01/2001 - 03/25/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
MN
03/13/2001 - 11/15/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
05/23/1995 - 03/16/2001
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
NY
02/10/1992 - 01/25/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
11/14/1988 - 02/11/1992
WESTERN CAPITAL FINANCIAL GROUP (NEW YORK NY)
NA
01/24/1984 - 02/25/1989
PAINEWEBBER INCORPORATED
NA
10/14/1981 - 02/26/1982
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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