Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Stephen Dionne is a financial professional with over 30 years of experience in the industry. Gary is currently registered with Ameriprise Financial Services, LLC and is located in Laconia, NH. Gary provides financial planning, investment advisory services and retirement planning to individuals, families, and businesses. Prior to joining Ameriprise Financial Services, Gary was a registered representative with MML Investors Services, LLC and MSI Financial Services, Inc. Gary is also a Chartered Financial Consultant and holds several licenses and certifications.
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.
Asset allocation services
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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NH
07/19/2017 - Present
Ameriprise Financial Services, LLC (Laconia NH)
NH
03/25/2017 - 07/06/2017
MML INVESTORS SERVICES, LLC (LACONIA NH)
NH
11/01/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LACONIA NH)
NH
11/01/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LACONIA NH)
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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