Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wideman is a financial advisor with over 30 years of experience in the industry. Gary currently works with UBS Financial Services Inc., where has been since May 2008. Prior to that, Gary worked for Oppenheimer & Co. Inc., CIBC World Markets Corp., Prudential Securities Incorporated, and Lehman Brothers Inc. Gary has a strong track record of helping clients reach their financial goals, and is dedicated to providing personalized service. Gary is registered to provide investment advice in 20 states, including Florida, Illinois, Missouri, and Texas. holds various licenses and certifications, including Series 3, 7, 9, 10, 63, and 65. Gary has a strong understanding of the financial markets and is committed to staying up-to-date on the latest trends. focuses on helping clients with financial planning, portfolio management, and retirement planning. is also experienced in working with high-net-worth individuals, businesses, and charitable organizations. is a dedicated and experienced financial advisor who can help clients achieve their financial 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.
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.
See schedule d - miscellaneous
1
2
MO
11/07/2018 - Present
UBS Financial Services Inc. (Clayton MO)
MO
01/03/2003 - 05/15/2008
OPPENHEIMER & CO. INC. (ST. LOUIS MO)
NY
09/27/1993 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/25/1991 - 10/21/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/31/1985 - 04/15/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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