Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary J. Elefante is a financial advisor at LPL Financial LLC. Gary has been in the financial industry for over 20 years. Gary is licensed to provide financial advice in 17 states. Gary holds the Series 7, 24, and 66 licenses. Gary is also a Certified Financial Planner. Gary is dedicated to providing personalized financial advice to individuals and families. Gary's experience at AXA Advisors, LLC and LPL Financial LLC has provided Gary with the knowledge and expertise to help clients achieve 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
NC
02/23/2007 - Present
LPL Financial LLC (DURHAM NC)
NC
11/16/2001 - 03/01/2007
AXA ADVISORS, LLC (DURHAM NC)
BOTH
Issued 11/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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