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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 Frank Klaric is a financial advisor working with JT Stratford, LLC. Gary Klaric is a registered Investment Advisor representative in Georgia, North Carolina, and Texas. Gary Klaric has been working in the financial industry for over 20 years and has experience with a wide range of clients. Gary Klaric offers a variety of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and consulting services. Gary Klaric also has experience working with charitable organizations, pension and profit-sharing plans, and corporations. Gary Klaric is committed to providing his clients with personalized financial advice and services to help them achieve their financial goals.
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.
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.
Consulting agreement
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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GA
01/03/2022 - Present
JT Stratford, LLC (GAINESVILLE GA)
GA
04/09/2019 - 08/17/2021
TRIAD ADVISORS LLC (GAINESVILLE GA)
GA
12/17/2014 - 04/16/2019
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (ATLANTA GA)
GA
08/09/2011 - 01/08/2015
LPL FINANCIAL LLC (CANTON GA)
GA
11/11/2009 - 08/09/2011
SECURITIES AMERICA, INC. (CANTON GA)
GA
09/08/2005 - 11/12/2009
ING FINANCIAL PARTNERS, INC. (JASPER GA)
GA
05/18/2004 - 08/31/2005
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
IN
11/20/2001 - 05/20/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
11/20/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 12/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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