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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 Lynn Burgess is a financial advisor with over 30 years of experience in the financial services industry. Gary is currently registered with Morgan Stanley, and previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc, and others. Gary has a wide range of experience and expertise in various financial areas, including investment planning, portfolio management, asset allocation advice, and retirement planning. Gary holds multiple licenses and certifications, including Series 3, 7, 8, 9, 10, 63 and 65.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
07/29/2014 - Present
Morgan Stanley (Houston TX)
KS
01/11/2012 - 07/28/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
IL
12/10/2009 - 10/24/2011
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
IL
06/01/2009 - 12/19/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
07/15/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DEERFIELD IL)
NJ
09/03/1996 - 06/30/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
01/01/1991 - 08/21/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/29/1990 - 01/01/1991
ROTAN MOSLE INC.
NY
09/21/1989 - 06/29/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
11/14/1988 - 09/19/1989
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
08/23/1988 - 11/26/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 12/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2004
Series 3 - National Commodity Futures Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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