Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Nachman is a financial advisor with over 20 years of experience in the financial services industry. Gary is currently registered with Raymond James & Associates, Inc. Previously, Gary was with BMO Capital Markets Corp., Goldman, Sachs & Co., Susquehanna Financial Group, LLLP, Leerink Swann LLC, and Morgan Stanley & Co., Incorporated. Gary holds the Series 63, Series 7, Series 86, and Series 87 licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/28/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
02/22/2016 - 06/26/2023
BMO CAPITAL MARKETS CORP. (New York NY)
NY
04/17/2013 - 03/16/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
07/26/2010 - 04/11/2013
SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)
NY
03/02/2005 - 05/27/2010
LEERINK SWANN LLC (NEW YORK NY)
NY
08/30/2000 - 02/16/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 10/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/20/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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