Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Cundall is an active investment advisor representative registered with RBC Capital Markets, LLC. Gary has been in the financial industry since 2007 and has a Series 7, Series 66 and SIE license. Gary is registered in multiple states, including Virginia, California, Colorado, Florida, Georgia, Maryland, New York, Ohio, Texas, Utah, Wisconsin and more. Prior to joining RBC Capital Markets, LLC, Gary worked at UBS Financial Services Inc. and Charles Schwab & Co., Inc.. Gary has a long history in the financial industry and has a strong reputation for providing excellent service to his clients.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
10/24/2022 - Present
RBC Capital Markets, LLC (Vienna VA)
DC
04/30/2021 - 10/31/2022
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
WY
06/15/2018 - 12/14/2020
CHARLES SCHWAB & CO., INC. (Cheyenne WY)
DC
03/20/2007 - 05/21/2018
UBS FINANCIAL SERVICES INC. (WASHINGTON DC)
BOTH
Issued 06/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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