Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Curtis Warnica is a financial advisor with over 5 years of experience in the industry. Gary Curtis Warnica is currently registered with Diversify Wealth Management, LLC, and has been with the firm since January 7, 2025. Gary Curtis Warnica is also registered as an Investment Advisor Representative in Arizona. Prior to joining Diversify Wealth Management, LLC, Gary Curtis Warnica was employed by Transamerica Financial Advisors, Inc. Gary Curtis Warnica holds the Series 6, 7TO, 63, and 65 licenses and the SIE exam. Gary Curtis Warnica specializes in providing financial planning and portfolio management services for individuals and corporations. Gary Curtis Warnica also has experience in real estate investment, life and health insurance, and estate legal documents.
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.
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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AZ
01/07/2025 - Present
Diversify Wealth Management, LLC (Camp Verde AZ)
AZ
07/07/2018 - 06/08/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (TUCSON AZ)
IA
Issued 10/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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