Unclaimed
Gary Packnick is a financial advisor with Cetera Investment Advisers LLC. Gary has been in the financial services industry since 1990 and has a wide range of experience. Gary is registered with the state of New Hampshire as an Investment Advisor Representative. Cetera Investment Advisers LLC has been in business since 1989 and provides a variety of financial services to individual and institutional clients.
LEBANON, NH
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
NH
06/29/2023 - Present
Cetera Investment Advisers LLC (LEBANON NH)
NH
10/15/2007 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LEBANON NH)
CT
07/11/1997 - 10/29/2007
UBS FINANCIAL SERVICES INC. (MIDDLEBURY CT)
NY
09/19/1990 - 07/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/9/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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