Unclaimed
Gary Quinzel is a financial advisor with Wealth Enhancement Advisory Services, LLC, located in Warren, NJ. Gary has been in the industry for over 12 years and has experience working with both high-net-worth individuals and institutions. Gary is a Certified Financial Planner and Chartered Financial Analyst. Gary's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
NJ
10/30/2019 - Present
Wealth Enhancement Advisory Services, LLC (WARREN NJ)
NY
10/12/2016 - 12/07/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
12/09/2004 - 02/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 09/30/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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