Unclaimed
Gary Conicella is a financial professional with over 30 years of experience in the industry. Gary is currently registered with MML Investors Services, LLC and holds Series 6 and 63 licenses, along with the SIE. Prior to this, Gary was registered with MSI Financial Services, Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Gary has worked in Springfield, MA, Wayne, PA, Yardley, PA, and currently in St. Augustine, FL. Gary has a strong background in insurance and financial planning and offers a range of financial services to individual and institutional clients.
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 programs
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.
Solicitors fees
1
2
FL
12/14/2017 - Present
MML Investors Services, LLC (ST. AUGUSTINE FL)
PA
10/06/1995 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (YARDLEY PA)
PA
10/06/1995 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
MA
03/21/1995 - 09/22/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
04/30/1991 - 12/09/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/30/1991 - 12/09/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 11/5/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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