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 Merge is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tarentum, PA. Gary has been in the financial industry since 1988. Gary has a wide range of experience and holds Series 63, 65, 7, 22, 24 and SIE licenses. Gary is also a Certified Financial Planner. Gary has worked with Walnut Street Securities, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, NML Equity Services, Inc., Robert W. Baird & Co. Incorporated, First Affiliated Securities, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated and New York Life Securities Corp. in the past.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (TARENTUM PA)
CA
09/07/1995 - 07/23/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
07/29/1993 - 04/18/1994
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
06/11/1991 - 01/01/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/11/1991 - 01/01/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
01/10/1990 - 03/06/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
01/10/1990 - 12/31/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
CA
09/08/1989 - 11/28/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
07/05/1988 - 05/05/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/05/1988 - 05/05/1989
IDS LIFE INSURANCE COMPANY
NA
08/20/1985 - 07/11/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/02/1984 - 06/28/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 01/25/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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