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 Huddleston is a financial advisor with over 35 years of experience in the industry. Gary is currently registered with Wells Fargo Clearing Services, LLC in Florida and Texas. Gary has previously worked with UBS Financial Services Inc. and Citigroup Global Markets Inc. Gary holds Series 63, 65, 7 and SIE licenses. Gary specializes in financial planning, portfolio management for businesses and individuals, pension consulting and investment consulting services to institutional clients. Gary provides investment advice to a variety of client types, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations and insurance companies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
03/02/2010 - Present
Wells Fargo Clearing Services, LLC (TAMPA FL)
FL
10/08/2004 - 03/12/2010
UBS FINANCIAL SERVICES INC. (TAMPA FL)
NY
09/24/1987 - 10/22/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 03/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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