Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Phillip Weak has been in the securities industry since December 1972. Gary is currently registered with Stifel, Nicolaus & Company, Inc. and is located in the Atlanta, GA branch office. Prior to joining Stifel, Nicolaus & Company, Inc., Gary was registered with Sterne, Agee & Leach, Inc., UBS Financial Services Inc., J.C. Bradford & Co., Essex Company, Buckhead Securities, Inc. and Robinson-Humphrey Company, Inc. (The). Gary is a general securities principal and holds the following FINRA licenses: Series 7, Series 24, Series 63 and SIE. Gary has a variety of specializations including providing investment advice to individuals, businesses and pooled investment vehicles. Gary is also a secretary for C. Weak Interiors, a non-investment related company that he is affiliated with since 1986.
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
GA
07/07/2015 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
03/18/2005 - 07/07/2015
STERNE, AGEE & LEACH, INC. (ATLANTA GA)
NJ
08/14/2000 - 03/24/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/02/1990 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NA
05/08/1984 - 04/12/1990
ESSEX COMPANY
NA
08/09/1982 - 05/03/1984
BUCKHEAD SECURITIES, INC.
NA
08/19/1974 - 08/18/1982
ROBINSON-HUMPHREY COMPANY, INC. (THE)
NA
12/12/1972 - 10/05/1974
G. H. WALKER, LAIRD INCORPORATED
BC
Issued 03/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1983
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1972
Series 1 - Registered 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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