Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Randall Preslar is a financial advisor at AE Wealth Management, LLC. Gary has over 10 years of experience in the financial services industry. Gary has a Series 7 and Series 66 license, and is registered to provide investment advice in North Carolina. Gary focuses on providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses. Gary is also the owner of Homes By Gary Preslar, LLC, a new home construction and real estate sales business.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/07/2019 - Present
AE Wealth Management, LLC (Charlotte NC)
NC
07/21/2014 - 10/28/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (MATTHEWS NC)
CA
03/20/2012 - 07/23/2014
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
NC
06/09/2010 - 11/30/2011
EQUITY SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Gary Preslar is the right advisor for you? Invested Better is here to help.
