Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Gilbert is a financial advisor with over 25 years of experience in the industry. Gary is currently registered with United Planners' Financial Services of America A Limited Partner, and is also registered with the state of Ohio as an Investment Advisor Representative. Gary has held previous registrations with Securities America, Inc., Securities Service Network, LLC, Prime Capital Services, Inc., and WMA Securities, Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
AZ
04/13/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
09/18/2020 - 04/18/2022
SECURITIES AMERICA, INC. (ELYRIA OH)
OH
01/18/2002 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ELYRIA OH)
NY
11/07/2000 - 12/17/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
GA
02/27/1998 - 11/08/2000
WMA SECURITIES, INC. (DULUTH GA)
GA
01/15/1996 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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