Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary McHugh is a financial professional with over 28 years of experience in the financial services industry. Gary is currently registered with TIAA-CREF Individual & Institutional Services, LLC in Melville, NY. Gary has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Charles Schwab & Co., Inc., AFBA Five Star Securities Company, and Dreyfus Service Corporation. Gary holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Investment Company Products/Variable Contracts Representative Examination (Series 6), and Uniform Combined State Law Examination (Series 66). Gary has earned a number of industry designations. Gary's current firm, TIAA-CREF Individual & Institutional Services, LLC, provides financial planning, selection of other advisers, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (MELVILLE NY)
NY
10/23/2009 - 04/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
NY
05/04/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GARDEN CITY NY)
NY
11/09/2005 - 01/03/2006
CHARLES SCHWAB & CO., INC. (SMITHTOWN NY)
ME
09/01/2004 - 11/16/2005
AFBA FIVE STAR SECURITIES COMPANY (PORTLAND ME)
NY
01/28/1993 - 07/16/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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