Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Everett Krieger is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Stifel, Nicolaus & Company, Inc., and is licensed to provide investment advice in Florida and Texas. Previously, Gary was employed by Barclays Capital Inc. and J.P. Morgan Securities Inc. Gary has a wide range of experience in providing financial advice to individuals, families, and businesses. Gary's expertise includes portfolio management, financial planning, and pension consulting. Gary has passed several professional exams, including the Series 7, Series 3, SIE, Series 63, and Series 65. Gary is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
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.
1
2
FL
12/04/2015 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH GARDENS FL)
FL
05/03/2010 - 12/04/2015
BARCLAYS CAPITAL INC. (PALM BEACH FL)
FL
10/01/2008 - 05/10/2010
J.P. MORGAN SECURITIES INC. (PALM BEACH FL)
FL
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (PALM BEACH FL)
NY
11/24/1999 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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