Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lance Wedbush is a financial professional with over 30 years of experience in the securities industry. Gary currently works as a registered representative for Wedbush Securities Inc. in the Los Angeles, California office. Gary has previously worked for several other firms including Lime Brokerage LLC, NationsBanc Montgomery Securities LLC, Montgomery Securities, S.G. Warburg & Co. Inc., and Lehman Brothers Inc. Gary holds a variety of industry licenses including Series 7, 9, 10, 24, 55, 57TO, 79TO, 82TO, 99TO, and SIE. Gary has expertise in various aspects of the investment industry including Portfolio Management for Individuals and Businesses, Financial Planning, Pension Consulting, Educational Seminars and the Selection of Other Advisors.
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.
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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2
CA
05/17/1998 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NJ
01/11/2013 - 10/30/2018
LIME BROKERAGE LLC (MORRISTOWN NJ)
NY
10/01/1997 - 01/26/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
12/21/1995 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
03/13/1995 - 12/01/1995
S.G. WARBURG & CO. INC. (NEW YORK NY)
NY
10/11/1992 - 02/23/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/03/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/09/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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