Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary John Ross is a financial advisor with over 30 years of experience in the industry. Gary is currently registered with Alps Portfolio Solutions Distributor, Inc. and Alps Distributors, Inc. Gary has held previous positions with several other firms, including Foreside Fund Services, LLC, Columbia Management Distributors, Inc., John Hancock Funds, Inc., and Colonial Investment Services, Inc. Gary is licensed to provide securities advice in all 50 states and the District of Columbia. Gary holds a variety of licenses and certifications including Series 6, 7, 3, 24, 26, 30, 63, and 66. Gary has a strong track record of providing financial advice to individuals and families.
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.
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.
1
2
CO
01/04/2019 - Present
Alps Portfolio Solutions Distributor, Inc. (DENVER CO)
MA
01/02/2014 - 12/31/2018
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (Hingham MA)
CO
08/26/2013 - 12/31/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
ME
04/21/2009 - 08/15/2013
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MA
06/08/2000 - 10/28/2008
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
10/04/1996 - 10/17/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
03/01/1995 - 08/15/1996
COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)
NA
02/02/1990 - 03/01/1995
COLONIAL INVESTMENT SERVICES
NA
08/22/1989 - 02/02/1990
COLONIAL INVESTMENT SERVICES, INC.
NA
08/01/1985 - 01/28/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2018
Series 30 - NFA Branch Manager Examination
BC
Issued 12/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2017
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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