Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Jarvis is a registered investment advisor in Michigan. He has been in the industry since November 15, 2000. Gary is currently employed by SPC, a registered investment advisor with offices in Ann Arbor and Flint, Michigan. Gary specializes in providing investment advice to individuals, corporations, and retirement plans. He has earned the Series 63, Series 65, and Series 7 licenses. In addition to his work with SPC, Gary also provides insurance services through Security First Benefits Corporation and runs his own wealth management firm, Security First Wealth Management, LLC.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
03/05/2010 - Present
SPC (ANN ARBOR MI)
IA
Issued 10/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Gary Jarvis is the right advisor for you? Invested Better is here to help.
