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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 Ray Wheeler is an investment advisor representative with Fidelity Personal and Workplace Advisors. Gary is registered with the Securities and Exchange Commission and has been active in the industry since November 5, 1992. Gary has a wide range of experience and holds a number of licenses including Series 7, Series 6, Series 63, Series 66, Series 9, and Series 10. Gary is also registered with the Investment Advisor Association. Gary is a Registered Representative with Fidelity Brokerage Services LLC, which is a subsidiary of Fidelity Investments. In addition to his registrations, Gary has also passed the Securities Industry Essentials Examination.
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.
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.
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2
AZ
11/24/2020 - Present
Fidelity Personal AND Workplace Advisors (TUCSON AZ)
CO
07/15/2009 - 05/21/2015
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
09/07/1995 - 03/13/2009
FIDELITY BROKERAGE SERVICES LLC (LONE TREE CO)
CT
08/30/1993 - 12/31/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
09/30/1991 - 08/30/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 01/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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