Unclaimed
Gary Lynn Noordam is a financial advisor currently registered with RBC Capital Markets, LLC. Gary has over 30 years of experience in the financial services industry and has held several positions at a number of firms, including Robert W. Baird & Co. Incorporated, Stifel, Nicolaus & Company, Incorporated and Norwest Investment Services, Inc.. Gary holds the Series 63, Series 65, Series 7, and Series 24 licenses. Gary's expertise includes portfolio management, financial planning, and pension consulting. He serves a variety of clients, including individuals, high-net-worth individuals, corporations, institutions, and retirement plans.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NE
06/10/2014 - Present
RBC Capital Markets, LLC (OMAHA NE)
NE
05/09/2008 - 05/28/2014
ROBERT W. BAIRD & CO. INCORPORATED (OMAHA NE)
NE
11/22/2000 - 05/12/2008
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OMAHA NE)
WI
01/02/1996 - 11/22/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
03/08/1994 - 01/03/1996
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
09/28/1990 - 03/17/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/28/1990 - 03/17/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
06/18/1989 - 10/16/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
04/19/1985 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
06/22/1983 - 05/02/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 05/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
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
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, 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 PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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