Unclaimed
Gary Richard Len has over 30 years of experience in the financial services industry. Len has a current registration with Raymond James Financial Services Advisors, Inc. He is registered in multiple states and has a strong background in investment management, financial planning, and pension consulting. Prior to Raymond James, Len held positions with Robert Thomas Securities, Inc. and Anchor National Financial Services, Inc.. Len is committed to providing personalized financial advice to help clients reach their financial 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
05/29/2019 - Present
Raymond James Financial Services Advisors, Inc. (BERNARDSVILLE NJ)
FL
03/14/1990 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
12/17/1985 - 03/17/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 05/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/21/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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