Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Stevens is a financial advisor who has been in the industry for over 20 years. He has extensive experience in financial planning, portfolio management, and retirement planning. Gary currently works at Creative Planning, a firm that specializes in providing financial advice to individuals, families, and businesses.
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.
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2
DC
03/01/2022 - Present
Creative Planning (Washington DC)
DC
04/19/2017 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (WASHINGTON DC)
MD
01/31/2017 - 04/03/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
08/25/2004 - 01/19/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
03/02/2004 - 08/06/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
04/20/2001 - 02/23/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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