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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 Mendelow is a financial advisor with LPL Financial LLC in AVON, OH. Gary has over 20 years of experience in the financial services industry. Gary previously worked at LINCOLN INVESTMENT and LEGEND EQUITIES CORPORATION. Gary's experience and expertise allow him to provide comprehensive financial planning services to individuals, families, and businesses. Gary holds a Series 7, Series 24, and Series 66 license.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/28/2022 - Present
LPL Financial LLC (AVON OH)
OH
01/03/2017 - 08/25/2022
LINCOLN INVESTMENT (AVON OH)
OH
02/08/2013 - 01/03/2017
LEGEND EQUITIES CORPORATION (AVON OH)
OH
04/15/2009 - 02/11/2013
INVESTMENT CENTERS OF AMERICA, INC. (AVON OH)
VA
03/25/2008 - 02/24/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
OH
07/01/2005 - 03/04/2008
INVEST FINANCIAL CORPORATION (AMHERST OH)
OH
01/05/2005 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
NJ
11/13/2002 - 01/14/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
MN
08/30/2002 - 10/31/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/30/2002 - 10/31/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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