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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Alan Englund is a financial advisor with Wealthpenn.comllc. He is licensed to provide investment advice in Florida and Texas. Gary has been in the industry since 1982. Gary has been registered with Wealthpenn.comllc since 2013. Before that, he worked at Raymond James Financial Services, Inc., Robert Thomas Securities, Inc, EQ Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, Lindsco/Private Ledger Corp., Princor Financial Services Corporation, Sun Investment Services Company, and NWNL Management Corporation. Gary specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Wealthpenn.comllc (TAMPA FL)
FL
01/04/1999 - 09/13/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUTZ FL)
FL
06/19/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
08/06/1997 - 06/23/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/06/1997 - 06/23/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
SC
01/29/1996 - 08/05/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
01/26/1995 - 01/29/1996
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/15/1992 - 01/23/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
CT
09/27/1982 - 02/21/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
Issued 9/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/2/1997
Series 7 - General Securities Representative Examination
BC
Issued 9/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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