Unclaimed
Gary Philip Hueber 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 2018. Previously, Gary was registered with INDEPENDENT FINANCIAL SECURITIES, INC., NATCITY INVESTMENTS, INC. and RAFFENSPERGER, HUGHES & CO., INC. Gary specializes in providing financial advice to individuals, families, and businesses. He also provides investment management services. Gary is committed to helping his clients achieve their financial goals.
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
WI
03/18/2002 - Present
LPL Financial LLC (BURLINGTON WI)
NA
06/07/1996 - 08/30/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
07/14/1995 - 08/27/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
06/17/1992 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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