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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 Dean Mesward is a financial advisor currently registered with LPL Financial LLC. Gary Dean Mesward has been working in the financial industry for almost 40 years, beginning in October 1983. Gary Dean Mesward has been registered with LPL Financial LLC since September 2009. Previously, Gary Dean Mesward was registered with Mutual Service Corporation and Walnut Street Securities, Inc.. Gary Dean Mesward holds licenses for both the Securities Industry Essentials Examination and the General Securities Representative Examination. Gary Dean Mesward offers a wide range of services, including financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and consulting and other non-discretionary advisory services. Gary Dean Mesward is located in COLORADO SPRINGS, CO, and can be reached at (719) 597-3515.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
09/08/2009 - Present
LPL Financial LLC (COLORADO SPRINGS CO)
CO
01/02/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (COLORADO SPRINGS CO)
CO
01/03/1992 - 12/31/2007
WALNUT STREET SECURITIES, INC. (COLORADO SPRINGS CO)
NY
10/24/1983 - 02/10/1992
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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