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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 Peter Tasillo is a financial advisor with over 30 years of experience in the industry. Gary is currently registered with LPL Financial LLC and has been with the firm since May 2004. Previously, Gary was registered with Main Street Management Company and Allmerica Investments, Inc. Gary is a Series 6, 7, 24, 63, and 65 licensed professional. Gary holds active registrations in 23 states and specializes in working with individuals, high-net-worth individuals, corporations, 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
05/25/2004 - Present
LPL Financial LLC (FARMINGTON CT)
MA
06/19/1998 - 05/26/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
MA
11/22/1985 - 06/17/1998
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
10/15/1985 - 11/21/1985
FIRST INVESTORS CORPORATION
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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