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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary James Pohl is a financial advisor with over 30 years of experience in the industry. Gary is registered with SPC in Lansing, MI, and is licensed in several states. Gary has experience with several different types of investments and financial services, including financial planning, portfolio management, and pension consulting. Gary is a highly experienced advisor who is committed to providing quality service to clients. Prior to joining SPC, Gary worked for MTL Equity Products, Inc. and Mutual Benefit Financial Service Company.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
02/09/2010 - Present
SPC (LANSING MI)
MI
12/07/1988 - 07/01/2008
MTL EQUITY PRODUCTS, INC. (LANSING MI)
NA
01/08/1985 - 12/31/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 05/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1989
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 12/19/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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