Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lee Kusak is a financial advisor registered with Concourse Financial Group Securities, Inc., based in Shiner, Texas. Gary has been in the securities industry since 1996 and has a wide range of experience in financial planning, investment management, and insurance. Gary holds several industry licenses, including Series 6, 7, 26, 63, and 65. Gary is also a licensed insurance agent. Kusak is dedicated to providing personalized financial advice to individuals, families, and businesses in Shiner and surrounding areas.
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.
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2
TX
04/30/2012 - Present
Concourse Financial Group Securities, Inc. (Shiner TX)
TX
01/06/2012 - 05/08/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (SHINER TX)
TX
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (SHINER TX)
GA
09/03/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 04/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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