Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Leavitt is a financial professional with over 20 years of experience in the industry. Gary is currently registered with American Trust Investment Services, Inc. Gary has held previous registrations with firms such as McDermott Investment Services, LLC, Investment Security Corporation, and Brookstone Securities, Inc. Gary has a broad range of experience in the financial services industry and is dedicated to providing his clients with personalized financial 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.
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.
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2
CA
06/08/2021 - Present
American Trust Investment Services, Inc. (San Clemente CA)
PA
12/07/2018 - 10/22/2020
MCDERMOTT INVESTMENT SERVICES, LLC (BETHLEHEM PA)
PA
05/22/2018 - 08/28/2018
MCDERMOTT INVESTMENT SERVICES, LLC (BETHLEHEM PA)
CA
04/28/2017 - 05/29/2018
INVESTMENT SECURITY CORPORATION (CALABASAS CA)
CA
09/22/2015 - 06/21/2016
INVESTMENT SECURITY CORPORATION (CALABASAS CA)
FL
04/20/2006 - 01/05/2009
BROOKSTONE SECURITIES, INC. (LAKELAND FL)
UT
09/10/2001 - 06/03/2004
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
NY
07/18/2001 - 09/06/2001
AMERIVET SECURITIES, INC. (NEW YORK NY)
CA
06/19/1992 - 07/07/1992
TRIQUEST FINANCIAL, INC. (GLENDALE CA)
NA
12/22/1986 - 03/09/1992
G.L. LEAVITT FINANCIAL GROUP
NA
10/26/1984 - 03/14/1987
FIRST AFFILIATED SECURITIES, INC.
NA
08/28/1984 - 11/26/1984
EQUITY-ONE CORPORATION
NA
06/11/1984 - 09/24/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
07/28/1982 - 05/03/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
02/18/1982 - 06/29/1982
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
01/06/1982 - 06/01/1982
FPI SECURITIES, INC.
NA
07/28/1980 - 10/30/1981
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 09/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2001
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 12/02/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/21/1984
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/23/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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