Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Jund is a financial advisor with over 40 years of experience in the industry. Gary is currently registered with Calton & Associates, Inc. Gary has experience providing financial planning services to individuals, businesses, and pension plans. Gary has also worked with high-net-worth individuals. Gary is registered with the following states: Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Michigan, Minnesota, Mississippi, North Carolina, South Carolina, Washington, and Wisconsin. Gary has obtained the Series 63, Series 66, Series 7, Series 1, Series 24, and SIE licenses. Gary has a diverse background in financial advising, bringing expertise to his clients and providing them with the best possible advice.
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.
Earned based on transactions or products sold.
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.
1
2
FL
06/27/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
WI
04/02/1986 - 06/27/2019
CAPITAL FINANCIAL SERVICES, INC. (MILWAUKEE WI)
NA
12/04/1981 - 04/08/1986
CHARTER SECURITIES CORPORATION
BOTH
Issued 11/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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