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 Perrault is a financial advisor at UBS Financial Services Inc. Gary has been in the financial industry for over 40 years and has experience with both individuals and institutions. He has held previous positions with Citigroup Global Markets Inc., PRUCO Securities Corporation, and The Prudential Insurance Company of America. Gary holds the Series 6, 7, and 63 licenses, and has been registered with the state of Wisconsin since 2009.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WI
03/06/2009 - Present
UBS Financial Services Inc. (Brookfield WI)
WI
09/23/1983 - 04/01/2009
CITIGROUP GLOBAL MARKETS INC. (WAUKESHA WI)
NA
02/21/1982 - 12/06/1983
PRUCO SECURITIES CORPORATION
NA
12/11/1981 - 12/06/1983
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BC
Issued 08/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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