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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Droz is an investment advisor representative with CW Advisors, LLC. He has been in the industry for over 30 years. He is a Series 7, Series 22, Series 63 and Series 65 licensed professional and holds a SIE designation. Gary has previously worked with Mainline Securities LLC, CMS Investment Resources, LLC, NFP Securities, Inc., J. B. Hanauer & Co., Mid Atlantic Capital Corporation, Fortis Investors, Inc., 1717 Capital Management Company, Integrated Financial Capital Corporation and Appalachian Investment Corporation. Gary specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles and pension consulting services.
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.
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.
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2
MA
09/20/2023 - Present
CW Advisors, LLC (BOSTON MA)
PA
03/28/2016 - 09/15/2023
MAINLINE SECURITIES LLC (Wynnewood PA)
PA
02/27/2012 - 12/31/2013
CMS INVESTMENT RESOURCES, LLC (WYNNEWOOD PA)
PA
08/29/1997 - 12/23/2011
NFP SECURITIES, INC. (PITTSBURGH PA)
NJ
09/10/1997 - 05/25/2000
J. B. HANAUER & CO. (PARSIPPANY NJ)
PA
09/05/1989 - 09/09/1997
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
MN
07/10/1996 - 09/08/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
DE
06/09/1993 - 01/24/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
03/01/1984 - 11/03/1988
INTEGRATED FINANCIAL CAPITAL CORPORATION
NA
04/21/1983 - 10/07/1983
MID ATLANTIC CAPITAL SECURITIES
NA
12/07/1982 - 02/17/1983
APPALACHIAN INVESTMENT CORPORATION
IA
Issued 12/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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