Unclaimed
Gary Walter Isler is a financial advisor with over 30 years of experience in the industry. He is currently registered with David Lerner Associates, Inc. in Lawrenceville, NJ. Gary has a broad range of experience in the financial services industry, having worked with several firms in New York and New Jersey. Gary holds the Series 6, 7, and 63 licenses, as well as the SIE exam. He is registered in several states, including California, Colorado, Connecticut, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, and Washington.
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.
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.
1
2
NJ
01/03/1996 - Present
David Lerner Associates, Inc. (LAWRENCEVILLE NJ)
NY
10/31/1991 - 12/31/1995
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
07/14/1987 - 11/14/1991
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
06/17/1986 - 01/19/1987
MUNICIPAL INVESTORS SERVICE, INC.
BC
Issued 08/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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