Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Gerard Bitterly is a registered representative with Morgan Stanley. Gary has been in the financial services industry since 1982. Gary is a licensed investment advisor representative in New Jersey and Texas. Gary has earned his Series 3, Series 7, and Series 66 licenses. Gary is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NJ
04/02/2020 - Present
Morgan Stanley (Red Bank NJ)
NJ
02/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RED BANK NJ)
NJ
11/09/1984 - 02/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NA
06/03/1983 - 11/19/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
NA
04/02/1982 - 06/02/1983
UNDERHILL ASSOCIATES, INCORPORATED
BOTH
Issued 10/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1984
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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