Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Frederick Strom is a financial advisor with over 50 years of experience in the financial services industry. Gary has a strong track record of providing personalized financial advice to individuals, families, and businesses. Gary currently works with Creativeone Wealth, LLC in Santa Barbara, California. Gary previously worked with several financial institutions, including PartnerVest Securities, Inc., Associated Securities Corp., WM Financial Services, Inc., and The Leaders Group, Inc.. Gary is a Certified Financial Planner and a Chartered Financial Consultant. Gary is a member of the National Association of Personal Financial Advisors. Gary holds a Series 7, Series 63, and Series 1 license. Gary’s areas of expertise include financial planning, portfolio management, retirement planning, and insurance. Gary is committed to providing his clients with the highest level of service and expertise.
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.
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.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
CA
10/26/2020 - Present
Creativeone Wealth, LLC (Santa Barbara CA)
CA
12/20/2002 - 07/31/2009
PARTNERVEST SECURITIES, INC. (SANTA BARBARA CA)
MA
09/13/2001 - 01/14/2003
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
09/15/2000 - 09/17/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CO
08/12/1998 - 09/13/2000
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
11/07/1996 - 08/18/1998
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
MA
03/01/1996 - 11/11/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
01/26/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
08/26/1992 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
02/13/1989 - 12/31/1990
G. R. PHELPS & CO., INC.
NY
07/13/1983 - 01/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/27/1975 - 08/11/1983
NML EQUITY SERVICES, INC.
NA
04/17/1980 - 03/15/1982
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/05/1969 - 03/25/1975
CNA INVESTOR SERVICES, INC.
BC
Issued 03/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1969
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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