Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Michael Klazmer is an investment advisor representative who is registered with Equitable Advisors, LLC. Gary has been in the industry since 1984 and is licensed in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Michigan, New Jersey, New York, and Pennsylvania. Gary has experience in various areas of financial planning, including portfolio management for businesses and individuals, pension consulting, and educational seminars. Gary also provides selection of other advisors services. Gary is also an attorney, and has experience with estate planning and trust management. Gary is a valuable resource for individuals and families seeking financial guidance.
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
PA
11/27/2018 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
04/08/1985 - 11/30/2018
NYLIFE SECURITIES LLC (JENKINTOWN PA)
NA
07/26/1984 - 04/10/1985
INMARK SECURITIES CORP.
IA
Issued 04/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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