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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 Michael Gainspoletti is a registered representative and investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Cleveland, Mississippi. Gary has been in the financial services industry since 1996 and holds the Series 6, 7, 24, 26, and 63 licenses. Gary also holds a license as a Certified Public Accountant (CPA) and is the owner of Gainspoletti and Associates, CPA, LLC. Gary is a member of the City of Cleveland Board of Aldermen. Gary's focus is on providing comprehensive financial planning and investment management services to individuals, families, businesses, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MS
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (CLEVELAND MS)
MS
10/31/2002 - 02/17/2016
LPL FINANCIAL LLC (CLEVELAND MS)
TX
08/15/1996 - 11/06/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/31/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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