Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary James Birr is a financial advisor with Equitable Advisors, LLC, a leading provider of financial products and services. Gary is located in De Pere, Wisconsin and has been working in the financial industry since 1982. Gary's expertise includes a wide range of financial services, including investment advisory services, financial planning, portfolio management for individuals, and portfolio management for businesses. Gary is licensed to provide financial advice in both Michigan and Wisconsin.
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.
A percentage of the total value of assets under management is charged.
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WI
04/26/2012 - Present
Equitable Advisors, LLC (DE PERE WI)
WI
09/08/2009 - 05/08/2012
LPL FINANCIAL LLC (GREEN BAY WI)
WI
03/19/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (GREEN BAY WI)
WI
10/01/2002 - 03/26/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREEN BAY WI)
TX
01/05/1982 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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