Unclaimed
Gary Lee Hamilton is a financial professional with over 15 years of experience in the industry. Gary currently works as a Registered Representative for PFS Investments Inc. based in Bethel, CT. Gary holds Series 7, 24, 63, and 65 securities licenses and has expertise in financial planning, portfolio management for individuals, and other areas of the financial industry. Gary previously held positions with Security Research Associates, Inc., in Danbury, CT and Scottsdale, AZ.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
03/09/2018 - Present
PFS Investments Inc. (BETHEL CT)
CA
03/26/2014 - 03/11/2016
SECURITY RESEARCH ASSOCIATES, INC. (SAN FRANCISCO CA)
CT
04/27/2005 - 12/07/2012
SECURITY RESEARCH ASSOCIATES, INC. (DANBURY CT)
AZ
10/28/2004 - 04/01/2005
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
IA
Issued 11/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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