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. Wolff is a financial advisor with over 40 years of experience in the financial services industry. Gary is currently registered with Valmark Advisers, Inc. and has been with Valmark since 2007. Gary has a broad range of experience, including portfolio management for individuals and businesses, as well as financial planning and pension consulting. Gary also holds the Chartered Financial Consultant designation. Gary is committed to helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
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
CT
01/01/2025 - Present
Valmark Advisers, Inc. (Manchester CT)
CT
05/09/1991 - 03/09/2007
SECURIAN FINANCIAL SERVICES, INC. (VERNON CT)
NA
05/15/1987 - 03/01/1991
MIMLIC SALES CORPORATION
NA
05/18/1982 - 05/20/1987
SMA EQUITIES, INC.
IA
Issued 06/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/14/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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