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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Timothy Bezilla is an investment advisor representative with Wells Fargo Clearing Services, LLC, affiliated with Wells Fargo Advisors LLC. Gary has been in the financial services industry since 1984. Gary holds the Series 3, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Gary has worked for several prominent firms during his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc. and Prudential Securities Incorporated. Gary's prior registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated ended on 11/5/2010. Gary's current registrations are with Wells Fargo Clearing Services, LLC. and are active. Gary specializes in investment consulting services to institutional clients, financial planning, pension consulting, and selection of other advisors. Gary serves individual, corporate, and institutional clients, including high net worth individuals, charitable organizations, corporations, and pension plans.
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
SC
10/13/2011 - Present
Wells Fargo Clearing Services, LLC (HILTON HEAD ISLAND SC)
SC
07/01/2005 - 11/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HILTON HEAD ISLAND SC)
NY
03/25/1994 - 07/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
05/22/1989 - 04/06/1994
PRUDENTIAL SECURITIES INCORPORATED
NY
12/18/1984 - 04/06/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1989
Series 3 - National Commodity Futures Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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