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Gary Steven Husel

J. W. Cole Advisors, Inc.

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About Gary Steven Husel

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.

Firm Information

Gary Husel is currently registered with J. W. Cole Advisors, Inc.. J. W. Cole Advisors, Inc. is an investment advisor headquartered in TAMPA, FL. They manage a total of $5.74 billion in client assets, primarily for high-net-worth individuals and other individuals, as well as corporations and charitable organizations. The firm offers a range of services, including financial planning, portfolio management, and educational seminars. J. W. Cole Advisors, Inc. is a registered investment advisor with the SEC.
J. W. Cole Advisors, Inc.

4301 ANCHOR PLAZA PARKWAY

TAMPA, FL 33634

$5.74B

Assets Under Management

1,682

Total Clients

419

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly & fixed rate consulting

Hourly & fixed rate consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Husel’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Steven Husel.
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