Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Williams is an Investment Advisor Representative at United Advisor Group. Gary has been in the financial services industry since 1988. Gary has a wide range of experience serving individual clients, corporations, and retirement plans. Gary is a Certified Financial Planner. Gary currently holds licenses to provide investment advisory services in Indiana, Kentucky, and Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KY
12/05/2023 - Present
United Advisor Group (Union KY)
OH
10/11/2005 - 12/08/2023
CROWN CAPITAL SECURITIES, L.P. (CINCINNATI OH)
IL
11/13/2001 - 10/12/2005
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
MA
03/31/1999 - 10/03/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
04/24/1997 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
DE
12/20/1995 - 04/23/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
FL
01/26/1993 - 12/04/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
FL
01/23/1991 - 12/31/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
KY
09/11/1989 - 12/19/1990
H.J. STODGHILL & CO. INVESTMENT CORP (FLORENCE KY)
NA
09/20/1988 - 12/31/1988
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 08/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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