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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 Van bakel is a financial advisor who has been in the industry since 1984. He is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2021. Prior to joining Ameriprise Financial Services, LLC, Gary Van bakel worked at EDWARD JONES, CITIGROUP GLOBAL MARKETS INC., and LEHMAN BROTHERS INC.. Gary Van bakel holds Series 63, SIE and Series 7 licenses. Gary Van bakel specializes in providing financial advice to individuals, businesses, and trusts. He provides a range of financial services including portfolio management, financial planning, and asset allocation. Gary Van bakel is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and goals.
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.
Asset allocation services
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.
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2
TX
07/23/2021 - Present
Ameriprise Financial Services, LLC (Amarillo TX)
TX
03/20/2009 - 07/26/2021
EDWARD JONES (AMARILLO TX)
TX
07/31/1993 - 04/14/2009
CITIGROUP GLOBAL MARKETS INC. (AMARILLO TX)
NY
05/25/1984 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 06/04/1984
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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