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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Leo Martin is a registered Investment Advisor Representative with Newedge Advisors. Gary is a seasoned financial professional with over 20 years of experience in the industry. Gary has a strong background in accounting and tax services, which he leverages to provide comprehensive financial planning and investment management services to individuals and businesses. Gary is also a licensed life and health insurance agent. Gary is dedicated to helping clients achieve their financial goals through personalized financial planning, investment management, and insurance solutions. Gary has experience working with a wide range of clients, including high-net-worth individuals, businesses, and charitable organizations. Gary has a strong understanding of the financial markets and a commitment to providing clients with exceptional service. Gary is committed to providing clients with the highest level of service and support.
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.
A percentage of the total value of assets under management is charged.
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2
CT
01/02/2024 - Present
Newedge Advisors (Milldale CT)
CT
09/03/2014 - 12/31/2016
INFINEX INVESTMENTS, INC. (CHESHIRE CT)
NY
08/07/2001 - 07/01/2003
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
BOTH
Issued 10/07/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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