Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Edmund Roof is a financial advisor with over 30 years of experience in the industry. Gary has a strong background in both investment advisory and brokerage services. Gary currently works at Roof Eidam Maycock Peralta LLC where Gary is registered as an Investment Advisor Representative. Previously, Gary worked as a financial advisor at LPL Financial LLC, Associated Securities Corp., North Coast Securities Corporation, and Patterson Financial Services, Inc. Gary is a Certified Financial Planner and holds Series 7, 24, 63, and 65 licenses. Gary specializes in providing financial planning, portfolio management for individuals and pensions 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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/21/1997 - Present
Roof Eidam Maycock Peralta LLC (SAN FRANCISCO CA)
CA
09/08/2009 - 08/16/2013
LPL FINANCIAL LLC (SAN FRANCISCO CA)
CA
01/08/1993 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SAN FRANCISCO CA)
CA
05/21/1996 - 03/17/1998
NORTH COAST SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
05/25/1984 - 12/31/1992
PATTERSON FINANCIAL SERVICES, INC. (LAFAYETTE CA)
IA
Issued 12/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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