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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 Lee Forry is a financial advisor with Cambridge Investment Research Advisors, Inc. Gary is a registered representative in Ohio. Gary has been in the financial industry since 1988. Gary is licensed to sell insurance and is registered as an investment advisor representative with Preferred Planning Associates. Gary has a Series 7, Series 6, and Securities Industry Essentials Examination (SIE) license.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/09/2006 - Present
Cambridge Investment Research Advisors, Inc. (MORRAL OH)
MA
03/04/1997 - 03/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
10/30/1993 - 03/03/1997
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
08/15/1988 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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