Unclaimed
Gary Najarian is a financial professional with over 30 years of experience in the industry. Gary has been registered with Raymond James & Associates, Inc. since February 2023. Prior to that, Gary was with Morgan Stanley for over 13 years. Gary has a strong track record of providing financial advice to individuals, families, and businesses. Gary holds a Series 7TO, Series 63, Series 65, Series 24 and SIE licenses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
02/10/2023 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
06/01/2009 - 01/31/2023
MORGAN STANLEY (Farmington Hills MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARMINGTON MI)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
09/01/1971 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
10/01/1970 - 08/29/1971
PROFIT SHARING INVESTMENTS INC
IA
Issued 10/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 08/23/1965
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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