Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Holstine is a financial advisor with Stifel, Nicolaus & Company, Inc., with over 39 years of experience in the industry. Gary is registered in 15 states and holds a Series 7, Series 63 and SIE licenses. Gary specializes in investment management for individuals, businesses, and pooled investment vehicles, including pension consulting and financial planning. Gary is based in Miamisburg, Ohio and has previously worked for Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Cowen & Co.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
05/17/2023 - Present
Stifel, Nicolaus & Company, Inc. (MIAMISBURG OH)
OH
01/01/2008 - 03/03/2023
WELLS FARGO CLEARING SERVICES, LLC (MIAMISBURG OH)
OH
04/20/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DAYTON OH)
NY
08/21/1984 - 04/26/1995
COWEN & CO. (NEW YORK NY)
BC
Issued 11/16/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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