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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 Tagliente is a financial advisor with over 30 years of experience in the industry. Gary has been registered with Morgan Stanley since June 2009 and has previously held positions with CITIGROUP GLOBAL MARKETS INC. and J. B. HANAUER & CO.. Gary has a broad range of experience and holds several licenses and certifications including Series 3, 7, 10, 24, 53, 63 and 65. Gary is currently registered with the state of New Jersey and Texas as an Investment Advisor Representative.
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
NJ
04/02/2020 - Present
Morgan Stanley (Morristown NJ)
NJ
06/11/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
NJ
01/24/1986 - 04/06/1999
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 12/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/15/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/28/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2007
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
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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