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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 Liebel is an investment advisor representative with over 30 years of experience in the financial services industry. Gary has been with Morgan Stanley since 2011 and has been actively involved in various aspects of financial planning and investment advisory services. Gary holds several professional licenses and designations, including Series 3, 7, 8, 63, 65, and 66. Gary has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice.
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
PA
04/15/2020 - Present
Morgan Stanley (ERIE PA)
AL
09/02/1994 - 05/13/2011
UBS FINANCIAL SERVICES INC. (BIRMINGHAM AL)
NY
01/24/1990 - 09/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
01/21/1987 - 01/31/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1997
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
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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