Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary T Plessl is a financial advisor at Ameriprise Financial Services, LLC. Gary has over 20 years of experience in the financial services industry. Gary is registered with the Securities and Exchange Commission (SEC) and with the states of Pennsylvania and Texas. Gary is also a Certified Financial Planner (CFP®). Gary specializes in retirement planning, investment management, and financial planning for individuals and families. Gary is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals. Gary has previously worked for LPL FINANCIAL LLC, WACHOVIA SECURITIES, LLC, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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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2
PA
09/16/2016 - Present
Ameriprise Financial Services, LLC (Center Valley PA)
PA
06/25/2008 - 09/28/2016
LPL FINANCIAL LLC (ALLENTOWN PA)
PA
12/10/2004 - 07/01/2008
WACHOVIA SECURITIES, LLC (ALLENTOWN PA)
NY
04/04/2003 - 12/16/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/31/2000 - 04/08/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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