Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Takacs is an investment advisor representative registered with Oppenheimer & Co. Inc. He has been in the industry since 1986. Gary holds Series 7, 31, 63, and 65 licenses as well as the SIE. Gary has worked for a number of firms including CIBC World Markets Corp. and Piper, Jaffray & Hopwood Incorporated. Gary is currently registered to provide investment advice in Hawaii, Maryland, New Mexico, New York, North Carolina, Ohio, Oregon, Tennessee, and Washington. Gary's specialties include portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
11/13/2007 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
NY
09/16/1991 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
11/22/1983 - 05/30/1989
PIPER, JAFFRAY & HOPWOOD INCORPORATED
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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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