Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Robert Lordi (sr) has been in the financial services industry since July 1995. Gary is currently registered with LPL Financial LLC and is a registered representative in the state of New Jersey. Gary's previous experience includes working with Cadaret, Grant & Co., Inc. and Pruco Securities Corporation. Gary has passed both the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Gary Lordi provides financial planning, portfolio management, and consulting services to individuals, businesses, and pension plans. Gary Lordi is affiliated with LPL Financial LLC, which is a leading provider of financial services to independent advisors and their clients. LPL Financial LLC offers a wide range of products and services, including investment management, retirement planning, and insurance.
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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CA
12/19/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
12/08/1995 - 12/18/2023
CADARET, GRANT & CO., INC. (TOMS RIVER NJ)
NJ
07/28/1995 - 12/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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