Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lamar Jester is a financial advisor who has been in the industry since 2006. Gary is currently registered with Charles Schwab & Co., Inc. and has been with them since December 2022. Prior to Charles Schwab & Co., Inc., Gary was registered with TD Ameritrade, Inc. from November 2006 to May 2024 and with Morgan Stanley DW Inc. from September 2005 to June 2006. Gary is registered in 18 states and holds several licenses including Series 66, Series 31, and Series 7. Gary specializes in wrap fee programs, financial planning, and portfolio management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AL
01/26/2022 - Present
Charles Schwab & CO., Inc. (Birmingham AL)
AL
11/21/2006 - 05/19/2024
TD AMERITRADE, INC. (BIRMINGHAM AL)
NY
09/28/2005 - 06/07/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 9/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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