Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Silverman is a financial advisor in Chicago, Illinois. Gary has been working in the financial industry since 2001. He holds the Series 7, Series 63 and Series 65 licenses. Gary is a Chartered Financial Analyst (CFA) and specializes in providing portfolio management, financial planning, and investment advice to individuals and businesses. Gary works for Cerity Partners LLC and Cerity Partners Retirement Plan Advisors.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/02/2019 - Present
Cerity Partners LLC (CHICAGO IL)
NJ
09/03/2009 - 08/07/2012
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
IL
09/06/2006 - 09/02/2009
WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)
MA
01/30/2004 - 12/31/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
TN
07/10/2001 - 12/31/2001
MFM ASSET MANAGEMENT, L.LC. (MEMPHIS TN)
IA
Issued 12/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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