Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Luna is a financial advisor at Tiaa-cref Individual & Institutional Services, LLC. Gary is a registered representative in Texas and holds the Series 6, Series 63 and SIE licenses. Gary's specializations include financial planning, portfolio management for individuals and selection of other advisors. Gary has been in the industry since 2019.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
01/04/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
12/01/2018 - 06/28/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
BC
Issued 12/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/18/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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