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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Robert Reese is an investment advisor representative at Wealthbuilders Investments. Reese has been working in the financial industry since 1988 and has a wealth of experience advising clients on a variety of financial matters. Reese has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
05/27/2024 - Present
Wealthbuilders Investments (LAKELAND FL)
FL
02/15/2013 - 03/15/2024
CFD INVESTMENTS, INC. (Lakeland FL)
OH
03/13/2008 - 02/15/2013
NEXT FINANCIAL GROUP, INC. (BLUFFTON OH)
OH
11/14/2005 - 03/14/2008
CAPITAL FINANCIAL SERVICES, INC. (BLUFFTON OH)
FL
11/18/2003 - 11/14/2005
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
NE
10/03/2003 - 11/20/2003
FREEDOM FINANCIAL, INC. (OMAHA NE)
NJ
03/08/1988 - 10/30/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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