Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Grab is a financial advisor with Cetera Investment Advisers LLC. Gary has been in the financial services industry since January 21, 1993. Gary holds the Series 6, SIE, and Series 63 licenses. Gary is registered to provide financial advice in Colorado, Connecticut, Florida, New Jersey, New York, North Carolina, and Pennsylvania. Gary is also the owner of Gary Grab & Associates, Inc., a tax and accounting firm. Gary provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (SYOSSET NY)
NY
07/07/1994 - 04/28/2020
AVANTAX INVESTMENT SERVICES, INC. (SYOSSET NY)
NY
01/22/1993 - 07/15/1994
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BC
Issued 01/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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