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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 Willcox is an advisor at Equitable Advisors, LLC. Gary Michael Willcox has been in the financial industry since 2006. Gary Michael Willcox has passed exams including Series 63, Series 6, Series 7, Series 65 and SIE. Gary Michael Willcox is registered in 11 states. Gary Michael Willcox is a Certified Financial Planner and offers financial planning, pension consulting and selection of other advisors. Gary Michael Willcox's previous employers include VANGUARD MARKETING CORPORATION.
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
02/13/2025 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/06/2006 - 02/01/2017
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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