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 Whinery is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Stifel, Nicolaus & Company, Inc. in Boise, ID. Previously, Gary worked at Wedbush Securities Inc., D.A. Davidson & Co., Wells Fargo Investments, LLC, and Wells Fargo Van Kasper, LLC. Gary holds several licenses and certifications including Series 7, Series 10, Series 9, Series 63 and Series 65.
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.
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.
1
2
ID
03/13/2014 - Present
Stifel, Nicolaus & Company, Inc. (BOISE ID)
ID
08/10/2007 - 03/13/2014
WEDBUSH SECURITIES INC. (BOISE ID)
ID
07/18/2003 - 08/13/2007
D.A. DAVIDSON & CO. (BOISE ID)
CA
10/12/2001 - 08/07/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
02/15/2001 - 10/12/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
MO
11/08/1999 - 01/31/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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