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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Williams is a financial advisor with Ameriprise Financial Services, LLC. Gary has been in the industry since 1992 and has experience with Ameriprise Financial Services, LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC. Gary is licensed in Arizona, Arkansas, Colorado, Florida, Illinois, Indiana, Kentucky, Ohio, Pennsylvania, Texas, and Virginia. Gary has a Series 7, Series 63, and SIE license and is a Registered Representative. Gary specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, 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.
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.
Asset allocation 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
IN
05/30/2017 - Present
Ameriprise Financial Services, LLC (Lafayette IN)
IN
04/14/2009 - 06/06/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
07/31/1993 - 04/27/2009
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE IN)
NY
06/15/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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