Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Witten has been in the financial services industry since 1987. Gary Witten currently works for Voya Financial Advisors, Inc. and is registered with FINRA, the Securities and Exchange Commission, as well as the states of New Jersey, New York, and Texas. Gary Witten has the following designations: Certified Financial Planner and Chartered Financial Consultant. Gary Witten provides fixed insurance services and financial services through ING Financial Partners.
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.
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.
1
2
NY
05/01/2020 - Present
Voya Financial Advisors, Inc. (WILLIAMSVILLE NY)
NY
01/06/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WILLIAMSVILLE NY)
PA
03/01/2002 - 01/06/2005
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NY
08/19/1997 - 03/08/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
07/21/1995 - 08/20/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
TX
12/07/1989 - 08/19/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NY
03/23/1988 - 12/05/1989
SECO WEST LIMITED (WILLIAMSVILLE NY)
TX
11/06/1987 - 07/29/1989
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Witten is the right advisor for you? Invested Better is here to help.
