Unclaimed
Gary Michaels is a financial advisor with over 20 years of experience in the financial services industry. Gary has worked with Brighton Securities Corp. since December 2010. Before that, Gary worked at FSC Securities Corporation, Wells Fargo Advisors, LLC, A.G. Edwards & Sons, Inc., Advest, Inc., Putnam Retail Management Limited Partnership, and Fidelity Brokerage Services LLC. Gary specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors to clients. Gary currently holds Series 7, Series 63, and Series 65 licenses.
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.
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.
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2
NY
05/16/2021 - Present
Brighton Securities Corp. (ROCHESTER NY)
NY
12/07/2010 - 12/15/2010
FSC SECURITIES CORPORATION (PITTSFORD NY)
NY
01/01/2008 - 12/06/2010
WELLS FARGO ADVISORS, LLC (PITTSFORD NY)
NY
11/23/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSFORD NY)
CT
05/05/2003 - 12/16/2005
ADVEST, INC. (HARTFORD CT)
MA
03/14/2002 - 04/29/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
06/28/2001 - 10/05/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 06/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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