Unclaimed
Gary Frank Mutz is a registered representative with Packerland Brokerage Services, Inc. Gary is a financial professional based in Brookfield, WI, who has been in the industry since April 1992. Gary is active in both securities and investment advisory businesses, holding registrations in several states. Gary has earned Series 6 and 63 licenses and has also passed the SIE and Series 65 exams. Packerland Brokerage Services, Inc. is a full-service brokerage firm offering investment and financial advisory services to individuals, corporations, and charitable organizations. Gary's specialties include financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WI
02/21/2012 - Present
Packerland Brokerage Services, Inc. (BROOKFIELD WI)
CA
02/22/1996 - 01/19/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/11/1994 - 10/27/1995
USLIFE EQUITY SALES CORP. (NEW YORK NY)
MN
08/02/1993 - 07/12/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
02/20/1990 - 09/18/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/20/1990 - 09/18/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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