Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Howard Spindler is a financial professional with over 35 years of experience in the industry. Gary is currently registered with Innovation Partners LLC in Charlotte, North Carolina. Before joining Innovation Partners LLC, Gary was affiliated with FIRST MIDWEST SECURITIES, INC. and ING FINANCIAL PARTNERS, INC. Gary holds the Series 63, SIE, and Series 6 licenses. Gary specializes in providing consulting services to qualified retirement plans, financial planning, and portfolio management for individuals and businesses.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
03/04/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
WI
06/24/2010 - 02/25/2015
FIRST MIDWEST SECURITIES, INC. (MILWAUKEE WI)
WI
01/23/2004 - 05/24/2010
ING FINANCIAL PARTNERS, INC. (GREENDALE WI)
NJ
05/13/1985 - 02/01/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 07/08/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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