Unclaimed
Gary Steven Husel has over 30 years of experience in the financial services industry. Gary is currently a registered representative and investment advisor representative with J. W. Cole Advisors, Inc. Gary has worked for several firms during his career, including Fidelity Brokerage Services, TD Ameritrade, Charles Schwab, and Hightower Securities. Gary holds several professional licenses, including the Series 7, Series 63, Series 24, Series 9, Series 10, Series 53, and Series 65 exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
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.
1
2
FL
05/27/2022 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
02/13/2020 - 04/27/2022
IFP SECURITIES, LLC (TAMPA FL)
FL
04/24/2019 - 07/23/2019
HIGHTOWER SECURITIES, LLC (Sarasota FL)
FL
12/02/2014 - 04/18/2019
TD AMERITRADE, INC. (SARASOTA FL)
FL
11/28/2008 - 04/22/2014
CHARLES SCHWAB & CO., INC. (SARASOTA FL)
FL
02/14/1998 - 11/11/2008
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
FL
04/04/1997 - 02/10/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
RI
02/05/1990 - 04/07/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
07/22/1987 - 12/09/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/16/2020
Series 4 - Registered Options Principal Examination
BC
Issued 04/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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