Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Kelman is a financial advisor with over 20 years of experience in the financial services industry. Gary is registered with Ameriprise Financial Services, LLC and has been with the firm since 2013. Previously, Gary worked with UBS Financial Services Inc., Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Intersecurities, Inc., Transamerica Financial Resources, Inc., and WMA Securities, Inc. Gary is a Series 7 and Series 66 licensed financial advisor, and holds the SIE, Series 31 and Series 6 licenses. Gary has experience working with a wide variety of clients, including individuals, high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state and municipal government entities. Gary offers a wide range of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Asset allocation services
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
VA
09/12/2020 - Present
Ameriprise Financial Services, LLC (RICHMOND VA)
CA
11/07/2008 - 10/09/2013
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
CA
04/02/2007 - 11/10/2008
MORGAN STANLEY & CO. INCORPORATED (THOUSAND OAKS CA)
CA
11/13/2003 - 04/02/2007
MORGAN STANLEY DW INC. (THOUSAND OAKS CA)
FL
11/09/2000 - 04/25/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CA
09/17/1999 - 11/09/2000
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
GA
02/17/1999 - 09/16/1999
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 01/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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