Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lenhart is a financial professional with over 40 years of experience in the financial services industry. Gary Lenhart is currently registered with Citigroup Global Markets Inc. and is licensed to offer investment advice in California and New Jersey. Gary Lenhart has worked with a variety of firms throughout their career including CITICORP INVESTMENT SERVICES, RBC DAIN RAUSCHER INC., RAUSCHER PIERCE REFSNES, INC., SMITH BARNEY SHEARSON INC., and CS FIRST BOSTON CORPORATION. Gary Lenhart holds a variety of licenses and certifications, including Series 7, 9, 10, 24, 52TO, 53, 63, and 65. Gary Lenhart specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Gary Lenhart's firm offers a variety of financial services, including asset allocation advice, financial planning, portfolio management, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/29/2015 - Present
Citigroup Global Markets Inc. (San Francisco CA)
NY
09/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
03/05/1998 - 11/20/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
TX
04/05/1994 - 12/31/1997
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
09/16/1983 - 04/11/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NA
03/30/1982 - 04/15/1983
CS FIRST BOSTON CORPORATION
IA
Issued 10/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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