Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Getman is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with 1919 Investment Counsel, LLC and has held previous registrations with S F Sentry Securities, Inc. and Fidelity Brokerage Services LLC. Gary is also a Certified Financial Planner™ professional. Gary works with a range of clients, including high net worth individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, and investment advice.
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.
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.
Nondiscretionary investment advice and certain family office services
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.
A percentage of the total value of assets under management is charged.
Asset-based fees for nondiscretionary model advice
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2
CA
10/03/2018 - Present
1919 Investment Counsel, LLC (San Francisco CA)
CA
10/31/2011 - 08/10/2012
S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)
CA
09/07/1993 - 07/21/2010
FIDELITY BROKERAGE SERVICES LLC (PALO ALTO CA)
MN
05/21/1992 - 11/28/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 02/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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