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 Loduca is an investment advisor representative currently registered with Brookstone Wealth Advisors, LLC. Gary is a financial professional with extensive experience in the industry, having worked in various roles for different firms. Gary is committed to providing personalized financial advice and guidance to individuals and businesses. He holds the Series 63, Series 65, Series 66, and Series 7 licenses and is also a Certified Financial Planner and a Chartered Financial Consultant. Gary specializes in providing financial planning, portfolio management, and insurance services.
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
FL
03/14/2017 - Present
Brookstone Wealth Advisors, LLC (Tampa FL)
FL
04/20/2012 - 02/17/2015
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
03/25/2011 - 04/12/2012
H.D. VEST INVESTMENT SERVICES (TAMPA FL)
FL
08/25/2009 - 02/25/2011
1ST GLOBAL CAPITAL CORP. (TAMPA FL)
CA
12/05/2000 - 02/01/2006
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MN
07/29/1999 - 09/29/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/1999 - 09/29/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/12/1996 - 09/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
01/31/1995 - 09/13/1996
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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