Unclaimed
Gary Joseph Delorenzo is a financial advisor with over 40 years of experience in the financial services industry. Gary currently works with Kestra Advisory Services, LLC and has been registered with them since December 9, 2024. Gary has also been registered with Kestra Investment Services LLC since December 2024. Previously, Gary worked with North Ridge Securities Corp., Park Avenue Securities LLC, and WS Griffith Securities, Inc. Gary holds a variety of licenses and certifications including Series 6, 7, 22, 63, and SIE. Gary also has a designation as a Certified Financial Planner. Gary is a registered Investment Advisor Representative (IAR) in New York and Texas. Gary specializes in a variety of financial services for individuals, corporations, insurance companies, and pension and profit-sharing plans.
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.
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.
1
2
NY
12/09/2024 - Present
Kestra Advisory Services, LLC (Huntington NY)
NY
04/03/2006 - 12/12/2013
NORTH RIDGE SECURITIES CORP. (HUNTINGTON NY)
NY
06/18/2004 - 04/04/2006
PARK AVENUE SECURITIES LLC (MELVILLE NY)
CT
11/18/1982 - 06/01/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Delorenzo is the right advisor for you? Invested Better is here to help.