Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kwawer is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry since January 23, 1989. Gary is registered with the state of Missouri as a registered representative, investment advisor representative, and a registered investment advisor. Gary specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. Gary is also licensed to sell a range of products, including securities, futures, and variable annuities. Gary's clients include individuals, families, businesses, charitable organizations, and trusts.
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.
Investment consulting services to institutional clients
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
MO
03/31/2022 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
01/24/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Kwawer is the right advisor for you? Invested Better is here to help.
