Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Joseph Parese is a financial advisor with over 40 years of experience in the industry. Currently, Gary is registered with Wells Fargo Advisors Financial Network, LLC and has branch offices in Bethesda, MD, Westport, CT and Wilton, CT. Prior to joining Wells Fargo, Gary has worked with various companies including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary holds the Series 63, SIE, and Series 7 licenses.
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.
Investment consulting services to institutional clients
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.
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2
MD
06/14/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
CT
03/14/2014 - 06/17/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTPORT CT)
CT
06/01/2009 - 03/20/2014
MORGAN STANLEY (WESTPORT CT)
CT
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTPORT CT)
CT
03/02/2007 - 04/02/2007
MORGAN STANLEY DW INC. (WESTPORT CT)
CT
07/31/1993 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
03/31/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/22/1984 - 04/07/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 09/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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