Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary S. Schwarzman is a financial advisor with over 25 years of experience in the industry. Gary has been with J.P. Morgan Securities LLC since 2014. Prior to this, Gary worked with Citigroup Global Markets Inc., HSBC Securities (USA) Inc., Citicorp Investment Services, and Chase Investment Services Corp. Gary holds a Series 7, 63, 65, and 66 license. Gary is a registered investment advisor and has experience working with various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
09/16/2014 - Present
J.p. Morgan Securities LLC (HOBOKEN NJ)
NJ
06/06/2007 - 08/07/2014
CITIGROUP GLOBAL MARKETS INC. (FORT LEE NJ)
NY
08/22/2006 - 05/14/2007
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NJ
05/26/2005 - 08/03/2006
CITICORP INVESTMENT SERVICES (PARAMUS NJ)
IL
06/10/1997 - 03/02/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/13/1996 - 06/19/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
08/17/1995 - 02/27/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/24/1995 - 08/22/1995
AMERICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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