Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Hay is a financial advisor with over 10 years of experience in the industry. Gary is currently registered with Cambridge Investment Research Advisors, Inc. in Nevada and Texas. Gary has held previous positions at Woodbury Financial Services, Inc., Questar Capital Corporation, LPL Financial LLC, and Wells Fargo Advisors, LLC. Gary holds the Series 7 and Series 66 licenses. Gary's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NV
09/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (Henderson NV)
NV
03/01/2019 - 11/16/2022
WOODBURY FINANCIAL SERVICES, INC. (HENDERSON NV)
NV
03/14/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (BOULDER CITY NV)
NV
10/24/2014 - 03/22/2018
LPL FINANCIAL LLC (LAS VEGAS NV)
NV
02/08/2013 - 10/30/2014
NEW ENGLAND SECURITIES (LAS VEGAS NV)
NV
09/12/2011 - 02/11/2013
WELLS FARGO ADVISORS, LLC (HENDERSON NV)
BOTH
Issued 09/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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