Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kephart is a financial advisor with over 35 years of experience. He is currently registered with Grandview Asset Management LLC as an Investment Advisor Representative. Prior to that Gary was registered with Morgan Stanley, Citigroup Global Markets Inc. and several other firms. Gary has a wide range of experience, including providing financial planning, pension consulting, and educational seminars. He also provides selection of other advisers and portfolio management for both individuals and businesses. Gary is licensed in Pennsylvania.
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
PA
11/03/2020 - Present
Grandview Asset Management LLC (HARRISBURG PA)
PA
06/01/2009 - 11/24/2020
MORGAN STANLEY (CAMP HILL PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
NY
11/26/1979 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/18/1978 - 11/26/1979
LOEB PARTNERS
NA
05/05/1977 - 01/18/1978
HORNBLOWER, WEEKS, NOYES & TRASK INCORPORATED
NA
06/04/1962 - 05/05/1977
HORNBLOWER & WEEKS - HEMPHILL, NOYES INCORPORATED
IA
Issued 10/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/24/1977
PC - AMEX Put and Call Exam
BC
Issued 06/04/1962
Series 1 - Registered Representative Examination
Active
Inactive
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