Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Richard Gilgen is a financial advisor with LPL Financial LLC. Gary has been in the financial services industry since 1986. Gary holds Series 7 and Series 63 licenses. Gary is also a Certified Financial Planner. Gary has experience in investment management, financial planning, and insurance. Gary specializes in working with individuals, families, businesses, and retirement plans. Gary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Gary is also actively involved in his community and is a member of several professional organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
10/24/2024 - Present
LPL Financial LLC (ROCHESTER MI)
MI
02/26/2010 - 04/08/2021
ROYAL ALLIANCE ASSOCIATES, INC. (ROCHESTER MI)
MI
01/25/2017 - 04/12/2017
REHMANN FINANCIAL NETWORK, LLC (LANSING MI)
MI
10/01/2007 - 02/26/2010
TRIAD ADVISORS, INC. (TROY MI)
MI
06/20/2005 - 10/02/2007
MUTUAL SERVICE CORPORATION (TROY MI)
GA
08/20/1997 - 06/23/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
08/21/1986 - 07/02/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 09/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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