Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary G. Ottomanelli is a financial advisor with over 25 years of experience in the industry. Gary has held positions at several firms, including Chase Investment Services Corp., Morgan Stanley DW Inc. and Prudential Securities Incorporated. Gary is currently registered with J.p. Morgan Securities LLC as a Registered Representative. He is also licensed in 51 states and holds several industry certifications, including the Series 7, Series 63 and Series 65 exams. Gary specializes in providing financial planning, portfolio management and selection of other advisors for individuals, businesses and institutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
05/09/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
03/21/2000 - 05/07/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/10/1997 - 03/22/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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