Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Madvin is a financial professional with over 40 years of experience in the industry. Gary has a diverse background, having worked with various firms throughout his career. He is currently a registered representative at Kestra Advisory Services, LLC. Gary has a strong understanding of investment advisory services and offers his expertise in financial planning, pension consulting, and portfolio management. He has a deep understanding of different client needs and specializes in working with individuals, families, and businesses.
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.
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
CA
04/21/2016 - Present
Kestra Advisory Services, LLC (ENCINO CA)
CA
05/01/1991 - 12/31/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
08/11/1994 - 12/05/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NA
03/12/1984 - 05/06/1991
FMS SECURITIES, INC.
NA
10/05/1983 - 04/16/1984
ROBERT C. LAU AND COMPANY, INC.
NA
08/08/1981 - 10/17/1983
UNIVERSITY SECURITIES CORPORATION
NA
11/09/1973 - 07/09/1981
PACIFIC EQUITY SALES COMPANY
BC
Issued 05/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1985
Series 24 - General Securities Principal Examination
BC
Issued 12/12/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 12/12/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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