Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Patrick Backer is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Morgan Stanley as a Registered Representative and Investment Advisor Representative, with offices in Hauppauge, NY. Gary has previously held positions at several firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., J.P. Turner & Company, L.L.C., Dalton Kent Securities Group, Inc., and Tasin & Company, Inc. Gary holds several licenses and certifications, including Series 7, Series 31, and Series 63. Gary is a highly experienced financial advisor with a strong track record of success.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
11/03/2015 - Present
Morgan Stanley (Hauppauge NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
06/03/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MELVILLE NY)
GA
12/04/2002 - 05/06/2003
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
NY
12/09/1999 - 02/21/2001
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
07/29/1999 - 11/18/1999
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
10/05/1999 - 11/11/1999
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
IA
Issued 06/09/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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