Unclaimed
Gary Scott Demera is a financial advisor with over 20 years of experience in the industry. Gary is registered with RB Capital Management, LLC and has previously worked with FSC Securities Corporation, Cetera Advisors LLC, Sloan Securities Corp., GunnAllen Financial, Inc, and U.S. Bancorp Piper Jaffray Inc. Gary is also a registered Investment Advisor Representative in California. Gary's specialties include financial planning, pension consulting and portfolio management for individuals.
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.
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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2
CA
06/28/2016 - Present
RB Capital Management, LLC (Burlingame CA)
CA
04/18/2016 - 03/23/2017
FSC SECURITIES CORPORATION (BURLINGAME, CA)
CA
05/10/2012 - 04/18/2016
CETERA ADVISORS LLC (BURLINGAME CA)
CA
10/11/2004 - 05/10/2012
SLOAN SECURITIES CORP. (BIRLINGAME CA)
FL
09/13/2003 - 10/11/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
MN
03/09/1998 - 09/18/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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