Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Paul MacHak is a financial advisor with Stifel, Nicolaus & Company, Inc., based in DALLAS, TX. Gary has been in the industry since 1981 and has held positions at several firms, including RAYMOND JAMES & ASSOCIATES, INC., RBC CAPITAL MARKETS CORPORATION and GEORGE K. BAUM & COMPANY. Gary holds multiple licenses including Series 7, 50, 53, 63 and SIE. Gary specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals, businesses and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/27/2019 - Present
Stifel, Nicolaus & Company, Inc. (DALLAS TX)
TX
06/22/2012 - 09/27/2019
GEORGE K. BAUM & COMPANY (DALLAS TX)
TX
11/20/2009 - 06/08/2012
RAYMOND JAMES & ASSOCIATES, INC. (DALLAS TX)
TX
03/02/1998 - 12/10/2009
RBC CAPITAL MARKETS CORPORATION (DALLAS TX)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
09/14/1983 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
10/09/1981 - 09/28/1983
LEHMAN BROTHERS KUHN LOEB INCORPORATED
BC
Issued 12/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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