Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lents is a financial advisor with over 30 years of experience in the industry. Gary is currently registered as an investment advisor representative (IAR) with Robert W. Baird & Co. Inc. in Indianapolis, Indiana, and holds various licenses including Series 3, 7, 10, 24, 31, 63, 66, and SIE. Gary has previously worked with multiple firms, including NatCity Insurance Services, Inc., NatCity Investments, Inc., Liberty Securities Corporation, Independent Financial Securities, Inc., and Raffensperger, Hughes & Co., Inc. Gary has worked at Robert W. Baird & Co. Inc. since June of 2000.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IN
10/20/2016 - Present
Robert W. Baird & Co. Inc. (Indianapolis IN)
OH
01/04/1999 - 06/02/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
OH
07/14/1995 - 06/02/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/22/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IN
09/03/1992 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 10/09/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1999
Series 4 - Registered Options Principal Examination
BC
Issued 05/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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