Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Donald Curtis is a financial advisor currently registered with Oppenheimer & Co. Inc. in PORTSMOUTH, NH. Gary has been in the industry since 1984. Gary holds a Series 6, 7, 63, and 65 license, and is also registered as an investment advisor representative in New Hampshire. Gary has worked for several firms including RBC DAIN RAUSCHER INC., FAHNESTOCK & CO. INC., TUCKER ANTHONY INCORPORATED, GNA SECURITIES, INC., FISCO EQUITY, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Gary's areas of specializations include portfolio management for individuals, businesses, and pooled investment vehicles; financial planning; and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NH
11/02/2005 - Present
Oppenheimer & Co. Inc. (PORTSMOUTH NH)
NY
03/09/2002 - 12/17/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
07/23/2002 - 07/26/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
MA
10/06/1995 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
09/28/1995 - 10/16/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
RI
02/23/1993 - 04/28/1995
FISCO EQUITY, INC. (LINCOLN RI)
MA
06/14/1990 - 02/26/1993
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/1990 - 02/26/1993
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
02/28/1987 - 09/19/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
02/28/1987 - 09/19/1989
METROPOLITAN LIFE INSURANCE COMPANY
NY
12/06/1982 - 09/19/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
07/13/1986 - 11/12/1986
PRUCO SECURITIES CORPORATION
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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