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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 John Marcinick is an investment advisor representative with Corient. Gary has been in the industry since 1986 and has experience with a variety of firms. Gary has passed the Series 6, 63 and 65 exams and is currently registered with the state of Ohio as an investment advisor. Gary's firm offers a variety of investment advisory services, including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
OH
03/17/2000 - 04/03/2000
VALMARK SECURITIES, INC. (AKRON OH)
TX
02/12/1998 - 03/16/2000
PARTNERS SECURITIES, INC. (AUSTIN TX)
OH
09/06/1995 - 02/18/1998
BOA INVESTMENTS, INC (COLUMBUS OH)
MA
08/08/1986 - 09/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/07/1986 - 09/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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