Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Friedman is a financial advisor with over 25 years of experience in the industry. Gary has a strong background in providing financial planning and portfolio management services to individuals, businesses, and non-profit organizations. Gary is registered with Cuso Financial Services, LP and has been with the firm since September 2019. Previously, Gary was a registered representative with Oppenheimer & Co. Inc., Raymond James Financial Services, Inc., SunTrust Investment Services, Inc., Banc of America Investment Services, Inc., First Union Brokerage Services, Inc. and A. G. Edwards & Sons, Inc. Gary holds the Series 7, Series 26, Series 63, and Series 65 licenses and is a registered investment advisor in Virginia. Gary is a strong advocate for his clients and is committed to helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
09/30/2019 - Present
Cuso Financial Services, LP (SAN DIEGO CA)
VA
03/29/2018 - 08/15/2019
OPPENHEIMER & CO. INC. (VIRGINIA BEACH VA)
VA
01/18/2013 - 04/03/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
VA
04/18/2001 - 01/24/2013
SUNTRUST INVESTMENT SERVICES, INC. (CHESAPEAKE VA)
MA
07/08/1999 - 05/02/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NC
03/20/1998 - 07/07/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
04/25/1995 - 03/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 01/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Friedman is the right advisor for you? Invested Better is here to help.
