Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Thomas Crisci is an active Investment Advisor Representative. Gary has been in the securities industry since November 22, 1988 and is currently registered with Wells Fargo Advisors Financial Network, LLC in Naples, FL. Gary is a registered representative in 23 states and has Series 7, 9, 10, 63, and 65 licenses. Gary's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary provides investment consulting services to institutional clients and specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Investment consulting services to institutional clients
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
FL
05/07/2013 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
11/23/1988 - 07/19/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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