Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kaspar Malkasian is a financial advisor with Cetera Investment Advisers LLC. Gary has been in the financial services industry since 2007. Gary has a series 7, Series 66 and Series 6TO licenses. Gary is registered in 12 states, including California and Texas. Gary has experience in financial planning and portfolio management for individuals and businesses. Gary also provides educational seminars. Gary has a personal financial specialist designation. Gary is also a certified public accountant and owns a CPA firm, Malkasian Accountancy, LLP. Gary is an owner of several other businesses that provide various financial services.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
09/14/2012 - 09/25/2015
QUESTAR CAPITAL CORPORATION (SACRAMENTO CA)
CA
06/04/2010 - 09/25/2012
WOODBURY FINANCIAL SERVICES, INC. (SACRAMENTO CA)
CA
04/28/2010 - 05/25/2010
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
03/22/2007 - 04/29/2010
AFA FINANCIAL GROUP, LLC (CALABASAS CA)
BOTH
Issued 5/3/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Malkasian is the right advisor for you? Invested Better is here to help.
