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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Steven Weiss is a financial advisor registered with Raymond James & Associates, Inc. Gary Weiss has been in the industry since December 6, 1992. Gary Weiss is licensed in 30 states and also holds the Series 7, 63, 31 and SIE licenses. Gary Weiss has experience in various investment strategies, including Portfolio Management, Financial Planning, Pension Consulting, and Educational Seminars. Gary Weiss has been employed with Raymond James & Associates, Inc. since 2009.
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.
Please see note in schedule d - miscellaneous
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.
1
2
AZ
10/22/2012 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
07/31/1993 - 02/05/2009
CITIGROUP GLOBAL MARKETS INC. (SCOTTSDALE AZ)
NY
01/04/2006 - 01/11/2006
THE CONCORD EQUITY GROUP, LLC (GARDEN CITY NY)
NY
12/07/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/17/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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