Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Grant Casab is a financial advisor with LPL Financial LLC. Gary has been in the financial services industry since 1997. Gary is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 6, 7, 63, and 65 license. Gary is also registered as an investment advisor representative in the state of New York. Gary has experience providing investment advice to individuals, families, and businesses. Gary also specializes in financial planning and retirement planning. Gary previously worked at Royal Alliance Associates, Inc., MML Investors Services, Inc. and Paradigm Consulting, Inc. Gary is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/03/2021 - Present
LPL Financial LLC (SYRACUSE NY)
NY
11/03/2000 - 05/06/2020
ROYAL ALLIANCE ASSOCIATES, INC. (UTICA NY)
MA
05/13/1997 - 10/31/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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