Invested Better
Unclaimed

Unclaimed

Unclaimed

Gary Paul Hettler

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gary? Claim Your Profile

About Gary Paul Hettler

Gary Paul Hettler is an active registered representative in the state of Florida and a Registered Investment Advisor. Gary has been in the industry since November 11, 2004 and is currently employed by Charles Schwab & CO., Inc. Gary holds a variety of licenses and certifications, including Series 7, 63, 66, and 31 exams. Gary has a strong background in the financial services industry, having previously worked at a number of other firms, including E*TRADE Securities LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Linsco/Private Ledger Corp. Gary is a highly qualified and experienced financial advisor who is committed to helping clients achieve their financial goals.

Firm Information

Gary Hettler is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gary Hettler’s Registration & Firm History

FL

01/02/2019 - Present

Charles Schwab & CO., Inc. (Boca Raton FL)

CA

01/04/2012 - 06/12/2013

E*TRADE SECURITIES LLC (SAN DIEGO CA)

CA

06/01/2009 - 01/13/2012

MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)

CA

05/21/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)

CA

11/28/2005 - 10/17/2006

LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)

NY

07/02/2002 - 02/22/2005

LEHMAN BROTHERS INC. (NEW YORK NY)

Not sure if Gary Paul Hettler is right for you?

Licenses & Designations

BOTH

Issued 05/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/24/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 07/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gary Paul Hettler.
Not sure if Gary Paul Hettler is right for you?