Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Todd Baumgarten is an investment advisor representative with Eagle Strategies LLC. Gary has been in the securities industry since May 22, 1983, and is registered with the state of Florida. Gary holds the Series 6, 63, 65, and SIE licenses. Gary has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Gary specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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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FL
04/19/2001 - Present
Eagle Strategies LLC (WINTER PARK FL)
BC
Issued 3/20/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 5/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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