Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Zent is a financial professional with over 20 years of experience in the industry. Gary is a registered representative and investment advisor representative with LPL Financial LLC. Gary has a strong track record of helping clients achieve their financial goals. Gary specializes in a variety of financial services, including financial planning, portfolio management, and retirement planning. Gary is committed to providing his clients with personalized service and advice. Gary has been with LPL Financial LLC since December 2009 and is based out of the Fishers, Indiana branch.
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.
Consulting and other non-discretionary advisory services
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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IN
01/10/2018 - Present
LPL Financial LLC (FISHERS IN)
GA
07/25/1994 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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