Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary L. Altman is a financial advisor affiliated with LPL Financial LLC and has been in the industry since 2018. Gary is licensed in Michigan and offers a range of financial services, including financial planning, portfolio management for individuals and businesses, and investment advisory services. Gary works with clients of all types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Gary's primary office location is in Rogers City, MI, and he is registered with the state of Michigan.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
07/10/2023 - Present
LPL Financial LLC (ROGERS CITY MI)
BC
Issued 08/31/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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