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 Wargo is an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc. Gary has been in the industry since August 20, 1985. Gary has a wide range of experience in financial services, including financial planning, portfolio management, and insurance. Gary is a Certified Financial Planner and holds the Series 7, Series 24, Series 53, Series 63, and Series 99TO licenses. Gary also has extensive experience with Cambridge Investment Research, Inc.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
01/04/2016 - Present
Cambridge Investment Research Advisors, Inc. (CLEARWATER FL)
GA
08/09/1994 - 02/21/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
FL
04/01/1991 - 08/10/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
08/21/1985 - 04/01/1991
PW SECURITIES, INC.
BC
Issued 12/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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