Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Keith Shears is a financial advisor with Vanguard Advisers, Inc. located in Malvern, PA. Gary has been in the securities industry since 2002 and has held previous positions at E*TRADE Securities LLC, Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Wells Fargo Clearing Services, LLC, Scottrade, Inc., TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Gary is registered with the state of Pennsylvania as a broker-dealer and investment advisor representative and is also registered in Texas as an investment advisor representative.
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.
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
05/10/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
10/16/2018 - 08/13/2021
E*TRADE SECURITIES LLC (Berwyn PA)
PA
12/15/2017 - 07/03/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (PHILADELPHIA PA)
PA
12/15/2017 - 07/03/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (PHILADELPHIA PA)
NJ
10/23/2012 - 12/19/2017
WELLS FARGO CLEARING SERVICES, LLC (LAWRENCEVILLE NJ)
NJ
10/08/2009 - 10/17/2012
SCOTTRADE, INC. (MARLTON NJ)
PA
01/04/2007 - 08/17/2009
TD AMERITRADE, INC. (RADNOR PA)
NY
06/30/2006 - 11/08/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
04/16/1998 - 03/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/16/1998 - 03/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/09/1996 - 09/25/1996
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 08/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/20/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Shears is the right advisor for you? Invested Better is here to help.
