Unclaimed
Gary Michael Askew is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the securities industry since July 2012 and has a strong background in financial services. Gary has obtained a wide range of licenses and certifications in his field, including Series 66, Series 7, Series 31, and SIE exams. Gary is currently registered in both Georgia and Texas and has previously worked for Wells Fargo Advisors, LLC and Bank of America, N.A. Gary specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
GA
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
TN
06/18/2012 - 10/09/2015
WELLS FARGO ADVISORS, LLC (MEMPHIS TN)
BOTH
Issued 07/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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