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. Stern is a financial professional with over 10 years of experience in the industry. Gary has a Series 7, Series 63 and SIE license and is registered with LPL Enterprise, LLC. Gary has previously worked for Pruco Securities, LLC and Prudential Insurance Company of America. Gary's main focus is to provide financial planning and portfolio management services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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NY
11/14/2024 - Present
LPL Enterprise, LLC (MELVILLE NY)
BC
Issued 11/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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