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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 Porfert is a financial advisor with Edward Jones, a firm based in St. Louis, Missouri. Gary has over 20 years of experience in the financial industry. Gary is a registered representative with FINRA, and a registered investment advisor in Texas and Nebraska. Gary has a strong background in helping individuals and families achieve their financial goals. Gary is committed to providing personalized financial advice and guidance to help clients reach their 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
08/14/2024 - Present
Edward Jones (ST LOUIS MO)
MN
09/08/2023 - 07/03/2024
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
TX
10/29/2021 - 09/07/2023
ALLSTATE FINANCIAL SERVICES, LLC (Denton TX)
IL
08/16/2018 - 10/28/2021
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
NV
01/18/2013 - 07/18/2017
ALLSTATE FINANCIAL SERVICES, LLC (LAS VEGAS NV)
NV
12/18/2007 - 01/28/2013
LPL FINANCIAL LLC (LAS VEGAS NV)
NV
08/18/2006 - 01/04/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (LAS VEGAS NV)
NV
08/05/2003 - 08/22/2006
EDWARD JONES (LAS VEGAS NV)
BOTH
Issued 09/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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