Unclaimed
Gary Zweschper is a financial advisor with Principal Securities, Inc. based in Schulenburg, Texas. Gary has been in the financial industry since 2007. Gary has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Gary is registered with the state of Texas as an investment advisor representative and a broker. Gary's prior experience includes roles with PRINCOR FINANCIAL SERVICES CORPORATION, FARMERS FINANCIAL SOLUTIONS, LLC, and Middle Creek Financial.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
TX
05/06/2019 - Present
Principal Securities, Inc. (SCHULENBURG TX)
TX
12/18/2009 - 12/31/2011
PRINCOR FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
07/19/2007 - 10/01/2009
FARMERS FINANCIAL SOLUTIONS, LLC (HOUSTON TX)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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