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 Merlette is an Investment Advisor Representative with Tiaa-Cref Individual & Institutional Services, LLC. Gary has over 25 years of experience in the financial services industry and is a registered investment advisor in Colorado, as well as several other states. Gary holds the Series 6, 26, 63, and 65 licenses, and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Prior to joining Tiaa-Cref, Gary has held positions with Transamerica Investors Securities Corporation, GWFS Equities, Inc., and J.P. Morgan Institutional Investments Inc. Gary is dedicated 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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
08/08/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
05/02/2017 - 01/22/2018
TRANSAMERICA INVESTORS SECURITIES CORPORATION (DENVER CO)
CO
05/23/2008 - 04/03/2017
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
12/12/2003 - 05/12/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (ENGLEWOOD CO)
MO
05/11/1998 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NJ
11/01/1996 - 11/17/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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