Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Winschel is a financial advisor registered with Gladstone Wealth Partners. Gary is a Certified Financial Planner with more than 30 years of experience in the financial services industry. Gary has held multiple positions at various firms including PNC Investments and J.J.B. Hilliard, W.L. Lyons, Inc. Gary's experience and expertise allow him to provide a wide range of financial advisory services to individuals and businesses.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
1
2
PA
07/18/2016 - Present
Gladstone Wealth Partners (Erie PA)
PA
01/01/2004 - 07/12/2016
PNC INVESTMENTS (ERIE PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/23/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
NA
01/21/1991 - 12/23/1994
PNC SECURITIES CORP
PA
12/20/1988 - 12/23/1994
PNC SECURITIES CORP (PITTSBURGH PA)
IA
Issued 03/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/20/1996
Series 4 - Registered Options Principal Examination
BC
Issued 05/02/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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