Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kilbourn is a financial advisor at UBS Financial Services Inc., a firm with over $50 billion in assets under management. Gary has been working in the financial services industry since 1988 and holds a Series 7, Series 31, and Series 63 license. Gary is also a registered Investment Advisor in California, Nevada, and Texas. Gary specializes in working with individuals, businesses, high-net-worth individuals, and retirement plans.
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.
See schedule d - miscellaneous
1
2
NV
07/12/2012 - Present
UBS Financial Services Inc. (RENO NV)
CA
07/31/1993 - 07/06/2007
CITIGROUP GLOBAL MARKETS INC. (WALNUT CREEK CA)
NY
09/25/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/23/1989 - 09/13/1991
FIRST AMERICA EQUITIES CORP.
NA
10/23/1989 - 12/23/1989
ADVENT SECURITIES, INC.
NA
02/17/1989 - 11/08/1989
CAPITAL SECURITIES GROUP, INC.
NA
06/06/1988 - 02/28/1989
POWER SECURITIES CORPORATION
IA
Issued 10/21/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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