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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 Sanchez, a financial professional with over 12 years of experience, is currently registered with Morgan Stanley in Greenwood Village, CO. Prior to joining Morgan Stanley, Gary worked for Janus Henderson Distributors, Invesco Distributors, Inc., and OppenheimerFunds Distributor, Inc. Gary holds Series 6, 7, 63, and 65 licenses. Gary is a licensed investment advisor in Colorado and Kansas. Gary's areas of specialization include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Gary provides portfolio management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CO
12/17/2020 - Present
Morgan Stanley (Greenwood Village CO)
CO
08/13/2020 - 12/02/2020
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
TX
05/25/2019 - 07/01/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
11/15/2007 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 08/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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