Unclaimed
Gary McAlister is a financial advisor working at Morgan Stanley. Gary is a Registered Representative and Investment Adviser Representative with over 30 years of experience in the industry. Gary has worked at a number of firms, including Citigroup Global Markets Inc., BANC One Securities Corporation, Wall Street Investor Services, Wall Street Clearing Company, and Integrated Resources Equity Corporation, prior to joining Morgan Stanley. Gary holds a Series 63, Series 65, Series 7, Series 8, Series 9, Series 10, Series 24, and SIE license. Gary is registered with the following states: Arizona, Florida, Georgia, Kentucky, Louisiana, Maryland, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Utah, Washington, and West Virginia.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WV
06/01/2009 - Present
Morgan Stanley (Huntington WV)
WV
09/16/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTINGTON WV)
IL
09/09/1993 - 09/17/1993
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
04/17/1991 - 08/19/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
NY
06/29/1989 - 08/05/1989
WALL STREET CLEARING COMPANY (NEW YORK NY)
NA
10/26/1984 - 09/16/1988
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 03/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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