Unclaimed
Gary Robert Komarek is a registered Investment Advisor Representative with Sound Income Strategies, LLC. Gary Robert Komarek has been in the industry since 1978 and has been registered with the Securities and Exchange Commission since 1986. Gary Robert Komarek is also the president of North Shore Asset Management & Tax Advisory, Inc. and provides services in income tax preparation, insurance sales and service, and financial planning. Gary Robert Komarek specializes in Portfolio Management for Individuals and Investment Companies, and providing Financial Planning and Educational Seminars.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
07/07/2016 - Present
Sound Income Strategies, LLC (FORT LAUDERDALE FL)
IL
07/25/2008 - 11/01/2010
SYNERGY INVESTMENT GROUP, LLC (LIBERTYVILLE IL)
IL
03/05/2007 - 06/17/2008
HORNOR, TOWNSEND & KENT, INC. (TROUT VALLEY IL)
IL
08/31/2005 - 12/19/2006
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
OH
04/01/2003 - 03/07/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NY
11/08/2002 - 04/21/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
08/01/2001 - 10/28/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NY
10/27/1987 - 01/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/20/1986 - 10/13/1987
E. F. HUTTON & COMPANY INC
NA
03/22/1978 - 06/04/1986
CIGNA SECURITIES, INC.
BC
Issued 06/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
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