Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Edward Schantz is a financial advisor with over 30 years of experience in the industry. He has been registered with Raymond James Financial Services Advisors, Inc. since November 2017. Prior to that, Gary was with Sovereign Legacy Securities, Inc. and Sigma Financial Corporation. Gary has a wide range of experience, including financial planning, portfolio management, and insurance. He is also a Chartered Financial Consultant (ChFC). Gary's areas of expertise include retirement planning, college savings, and estate planning. He is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
11/16/2017 - Present
Raymond James Financial Services Advisors, Inc. (ROSWELL GA)
GA
12/23/2010 - 11/03/2017
SOVEREIGN LEGACY SECURITIES, INC. (ROSWELL GA)
GA
01/30/2003 - 12/31/2010
SIGMA FINANCIAL CORPORATION (ROSWELL GA)
CT
03/14/2000 - 02/03/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MA
09/30/1986 - 03/23/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/30/1986 - 03/23/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 07/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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