Unclaimed
Gary Madrid is an investment advisor representative at Westpark Capital, Inc., located in Irvine, California. Gary has over 30 years of experience in the financial services industry. He is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Idaho, Kansas, Louisiana, Michigan, Minnesota, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Texas, Utah, Virginia, Washington, and Wisconsin. He is also registered with the Financial Industry Regulatory Authority (FINRA). Gary's previous experience includes positions at Newport Coast Securities, Inc., Gunnallen Financial, Inc., Brookstreet Securities Corporation, Toluca Pacific Securities Corp., and Whitehall Investment Securities, Ltd. He is a skilled financial planner and portfolio manager. Gary provides financial planning and portfolio management services to 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
CA
07/20/2016 - Present
Westpark Capital, Inc. (Irvine CA)
CA
06/04/2008 - 07/28/2016
NEWPORT COAST SECURITIES, INC. (IRVINE CA)
CA
07/11/2007 - 06/11/2008
GUNNALLEN FINANCIAL, INC (IRVINE CA)
CA
11/23/1994 - 07/02/2007
BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)
CA
11/29/1990 - 11/28/1994
TOLUCA PACIFIC SECURITIES CORP. (BURBANK CA)
NA
07/20/1990 - 10/29/1990
WHITEHALL INVESTMENT SECURITIES, LTD.
CO
06/20/1989 - 07/18/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 02/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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