Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Hal Perl is a financial advisor who has been in the industry for over 23 years. Gary is a Registered Representative (RR) and a Registered Investment Advisor (IA) Representative with Raymond James & Associates, Inc.. Gary is also a Certified Financial Planner. Gary's previous experience includes positions with Morgan Stanley. Gary currently holds licenses in 54 states and is also registered with FINRA. Gary’s firm, Raymond James, provides financial advice for a wide range of clients including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
08/28/2024 - Present
Raymond James & Associates, Inc. (PONTE VEDRA BEACH FL)
FL
06/01/2009 - 06/26/2024
MORGAN STANLEY (Ponte Vedra Beach FL)
CO
04/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
CO
01/01/2008 - 04/17/2009
WACHOVIA SECURITIES, LLC (GREELEY CO)
CO
08/08/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREELEY CO)
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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