Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Speer is a financial advisor registered with Park Avenue Securities LLC and has over 30 years of experience in the financial industry. Gary holds the Series 6 and SIE licenses and has been registered in several states, including Texas, Florida, and Colorado. Gary specializes in working with individuals, families, and businesses to develop financial plans that meet their specific needs.
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.
A percentage of the total value of assets under management is charged.
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TX
04/14/2005 - Present
Park Avenue Securities LLC (HOUSTON TX)
OH
10/30/1989 - 04/11/2005
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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