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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Costarella is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Gary has been a registered representative since 1985 and is currently licensed in 9 states. Gary provides investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Gary has over 30 years of experience in the financial services industry.
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.
Investment consulting services to institutional clients
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
IL
05/23/2003 - Present
Wells Fargo Advisors Financial Network, LLC (CHICAGO IL)
NY
07/24/1985 - 05/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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