Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Hoenig is a financial advisor who has been in the industry since April 30, 2007. Gary is currently registered with Raymond James Financial Services Advisors, Inc. Gary has also been previously registered with KESTRA INVESTMENT SERVICES, LLC, PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP, and CITIGROUP GLOBAL MARKETS INC.. Gary holds Series 31, Series 7 and Series 66 licenses. Gary provides financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
02/15/2019 - Present
Raymond James Financial Services Advisors, Inc. (Exton PA)
DE
03/27/2018 - 03/01/2019
KESTRA INVESTMENT SERVICES, LLC (WILMINGTON DE)
MA
01/29/2008 - 12/04/2017
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
01/05/2007 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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