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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 Lutwen is an investment advisor representative with Ameriprise Financial Services, LLC. Gary has been in the securities industry since April 29, 1996. Gary is registered with the state of California and Texas as an investment advisor representative and is also registered with FINRA. Gary is registered with the following SROs: Ameriprise Financial Services, LLC. Gary holds the following licenses: Series 63, Series 65, Series 7, Series 31, and SIE. Gary specializes in portfolio management for individuals, businesses and investment companies. Gary also provides financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
09/23/2021 - Present
Ameriprise Financial Services, LLC (Newport Beach CA)
CA
11/17/2015 - 09/28/2021
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
06/01/2009 - 11/20/2015
MORGAN STANLEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (IRVINE CA)
CA
04/30/1996 - 04/02/2007
MORGAN STANLEY DW INC. (IRVINE CA)
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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