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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 Peters is a financial advisor at Morgan Stanley. Gary has been a registered representative in the securities industry since December 1992. He has passed numerous securities licenses, including Series 7, Series 31, and Series 63. Gary's career includes experience with several financial institutions, including David Lerner Associates, Inc., Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated, before joining Morgan Stanley in 2009. Gary is a registered investment advisor in New Jersey, New York and Texas. Gary is also registered as a broker-dealer in 25 states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/23/2020 - Present
Morgan Stanley (Purchase NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
08/04/2000 - 04/02/2007
MORGAN STANLEY DW INC. (MT. KISKO NY)
NY
12/24/1992 - 08/09/2000
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
IA
Issued 10/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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