Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Beane is an investment advisor representative with over 20 years of experience. Gary has been registered with LPL Financial LLC since June 2024, and has been active in the industry since February 2001. Gary has been previously registered with Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, VeraVest Investments, Inc., and Prudential Securities Incorporated. Gary holds both Series 63 and Series 65 licenses. Gary has 18 active state registrations covering the majority of the United States. Gary is also registered as an investment advisor representative in New York.
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.
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2
NY
06/04/2024 - Present
LPL Financial LLC (SCARSDALE NY)
NY
12/09/2003 - 06/05/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (SCARSDALE NY)
IN
12/09/2003 - 04/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/06/2002 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
01/17/2001 - 02/05/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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