Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Neil Weissman is a financial advisor with over 30 years of experience in the industry. Gary has held positions at several prominent firms including Prudential Securities Incorporated, Paine Webber Incorporated, and Smith Barney Inc. Currently, Gary is a registered representative with RBC Capital Markets, LLC, based in Boca Raton, Florida. Gary provides financial advice to a variety of clients including high-net-worth individuals, corporations, and institutions. Gary is also registered as an investment advisor representative in Texas.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
FL
05/20/2018 - Present
RBC Capital Markets, LLC (BOCA RATON FL)
FL
02/26/2009 - 05/23/2018
WELLS FARGO CLEARING SERVICES, LLC (BOCA RATON FL)
FL
02/16/2001 - 03/10/2009
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
NY
10/27/1998 - 02/20/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
06/13/1994 - 10/28/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/31/1993 - 06/08/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
08/19/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
FL
06/20/1991 - 07/30/1991
JW CHARLES SECURITIES, INC. (BOCA RATON FL)
NY
02/07/1991 - 04/09/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/17/1989 - 07/10/1989
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NA
03/03/1989 - 03/28/1989
THOMAS JAMES ASSOCIATES, INC.
NA
01/05/1989 - 01/24/1989
HUBERMAN SECURITIES CORP.
NA
08/02/1988 - 01/21/1989
ALLIED CAPITAL GROUP, INC.
NA
04/07/1988 - 08/20/1988
BLINDER, ROBINSON & CO., INC.
NA
03/08/1988 - 03/22/1988
THOMSON MCKINNON SECURITIES INC.
NA
04/29/1987 - 02/23/1988
F.D. ROBERTS SECURITIES, INC.
IA
Issued 06/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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