Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Rivano is a financial advisor with over 16 years of experience in the industry. Gary is a CERTIFIED FINANCIAL PLANNER™ professional and currently works at Fidelity Personal AND Workplace Advisors in MOUNT PLEASANT, SC. Gary has a broad range of experience and has previously worked at other financial institutions like RAYMOND JAMES & ASSOCIATES, INC., DEUTSCHE BANK SECURITIES INC., J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and FIDELITY BROKERAGE SERVICES LLC. Gary specializes in providing financial planning, portfolio management for individuals and businesses, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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
SC
02/08/2019 - Present
Fidelity Personal AND Workplace Advisors (MOUNT PLEASANT SC)
CA
09/06/2016 - 09/15/2016
RAYMOND JAMES & ASSOCIATES, INC. (San Francisco CA)
CA
04/22/2014 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
10/01/2012 - 04/03/2014
J.P. MORGAN SECURITIES LLC (WALNUT CREEK CA)
AZ
03/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SURPRISE AZ)
CA
05/16/2007 - 06/03/2011
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
RI
04/26/2006 - 12/11/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Gary Rivano is the right advisor for you? Invested Better is here to help.
