Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Edwin Ung is a financial professional with over 30 years of experience in the industry. Gary is currently registered with Stonex Advisors Inc. Gary is a Certified Financial Planner and holds the Series 7 and Series 63 licenses. Gary previously worked with several firms including Quest Capital Strategies, Inc., National Securities Corporation and Prudential Insurance Company of America. Gary provides financial planning, portfolio management and educational seminars.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
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2
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
12/19/2002 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
FL
06/05/1995 - 12/31/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
MA
03/16/1993 - 06/05/1995
G.R. STUART & COMPANY, INC. (MAYNARD MA)
NA
01/22/1993 - 03/16/1993
FINANCIAL SECURITIES NETWORK,INC.
NJ
04/08/1991 - 02/12/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/08/1991 - 02/12/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
CA
02/23/1988 - 03/07/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 01/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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