Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wiedman is a financial professional with over 27 years of experience in the financial industry. Gary has held various roles at firms such as UBS Financial Services Inc. and Charles Schwab & Co., Inc. Gary is currently registered with Velocity Capital, LLC and Velocity Clearing, LLC and holds multiple licenses, including Series 7, 6, 24, 79TO, 99TO, and SIE. Gary has demonstrated a strong understanding of the financial markets and has the expertise to help clients achieve their financial goals.
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.
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.
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2
NY
11/20/2023 - Present
Velocity Capital, LLC (NEW YORK NY)
NV
02/08/2022 - 10/25/2023
AXOS INVEST LLC (LAS VEGAS NV)
NE
01/19/2022 - 10/25/2023
AXOS CLEARING LLC (Omaha NE)
NY
05/05/2020 - 12/20/2021
DRIVEWEALTH, LLC (NEW YORK NY)
NJ
03/31/2018 - 04/02/2020
SIXTEEN SECURITIES, INC. (Westfield NJ)
NJ
05/31/2016 - 03/20/2018
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
05/31/2016 - 03/20/2018
UBS SECURITIES LLC (WEEHAWKEN NJ)
TX
06/11/2012 - 04/01/2016
APEX CLEARING CORPORATION (DALLAS TX)
TX
12/09/2008 - 08/01/2012
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
08/11/1993 - 08/31/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
02/20/1990 - 06/21/1991
FRANKLIN DISTRIBUTORS, INC. (SAN MATEO CA)
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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