Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Domville Robertson is an investment advisor representative at NWF Advisory Services Inc. Gary has been in the financial services industry since December 20, 1982 and holds the following licenses: Series 63, Series 65, Series 7 and SIE. Gary has been registered with NWF Advisory Services Inc. since July 3, 2015 and previously worked for FIRST MIDWEST SECURITIES, INC., CROWELL, WEEDON & CO., MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Gary also has experience with Prudential-Bache Securities Inc.. NWF Advisory Services Inc. manages approximately $1 billion - $10 billion in assets.
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.
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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2
CA
07/03/2015 - Present
NWF Advisory Services Inc. (NEWPORT BEACH CA)
CA
10/19/2010 - 07/01/2015
FIRST MIDWEST SECURITIES, INC. (NEWPORT BEACH CA)
CA
08/21/2009 - 10/18/2010
CROWELL, WEEDON & CO. (NEWPORT BEACH CA)
CA
06/01/2009 - 09/16/2009
MORGAN STANLEY SMITH BARNEY (NEWPORT BEACH CA)
CA
02/26/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
NY
12/21/1982 - 03/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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