Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Dean Rakan is a financial advisor with over 25 years of experience in the financial services industry. Gary currently works at Finalis Securities LLC, a firm registered with the Securities and Exchange Commission and located in New York, NY. Gary has a Series 7 and Series 63 license and has held several leadership positions throughout their career. Gary is committed to providing personalized financial advice and guidance 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
02/22/2021 - Present
Finalis Securities LLC (New York NY)
MA
01/04/2016 - 10/03/2018
ADVISORY GROUP EQUITY SERVICES LTD. (READING MA)
MO
01/12/2015 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
MI
05/14/2013 - 12/31/2014
EDI FINANCIAL, INC. (LANSING MI)
MI
12/03/2012 - 05/01/2013
ALLIED BEACON PARTNERS, INC. (LANSING MI)
MI
12/13/2010 - 11/30/2012
CAPITOL SECURITIES MANAGEMENT, INC. (LANSING MI)
MI
06/03/2010 - 11/01/2010
BREWER FINANCIAL SERVICES, LLC (EAST LANSING MI)
MI
11/24/2009 - 05/24/2010
SIGMA FINANCIAL CORPORATION (EAST LANSING MI)
MI
10/01/2007 - 09/09/2009
CLAYMORE SECURITIES, INC. (EAST LANSING MI)
NC
07/12/2007 - 08/07/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
04/20/2004 - 06/05/2007
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
NY
02/16/2001 - 04/19/2004
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CT
09/04/1998 - 02/06/2001
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
FL
01/06/1994 - 06/10/1997
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MN
06/22/1993 - 01/10/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/22/1993 - 01/10/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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