Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Feldman is a financial advisor with over 40 years of experience in the industry. Gary has held positions at several firms including D.A. Davidson & Co., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and Wedbush Morgan Securities Inc. Currently, Gary is registered with Commonwealth Financial Network. Gary's expertise covers a wide range of financial services, including portfolio management, financial planning, and pension consulting. Gary has earned the right to provide advice to individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations.
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.
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.
1
2
OR
06/12/2015 - Present
Commonwealth Financial Network (Eugene OR)
OR
09/10/2008 - 06/18/2015
D.A. DAVIDSON & CO. (EUGENE OR)
OR
01/01/2008 - 09/16/2008
WACHOVIA SECURITIES, LLC (EUGENE OR)
OR
10/12/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EUGENE OR)
CA
08/02/1978 - 10/08/1990
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
IA
Issued 06/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1982
Series 4 - Registered Options Principal Examination
BC
Issued 08/15/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 04/20/1981
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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