Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wayne Edgar is a financial advisor with over 38 years of experience in the industry. Gary is registered with Wells Fargo Clearing Services, LLC and has been affiliated with the firm since January 2024. Gary is also registered with the state of Colorado as a broker-dealer and investment advisor. Before joining Wells Fargo Clearing Services, LLC, Gary was with Morgan Stanley and UBS Financial Services. Gary's areas of expertise include portfolio management, investment consulting, and financial planning.
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
CO
01/02/2024 - Present
Wells Fargo Clearing Services, LLC (BOULDER CO)
CO
06/01/2009 - 12/15/2023
MORGAN STANLEY (Loveland CO)
CO
08/15/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
CO
06/09/1994 - 08/29/2008
UBS FINANCIAL SERVICES INC. (GREELEY CO)
CO
11/17/1992 - 06/16/1994
CENTRAL DISCOUNT STOCKBROKERS, INC. (FT. COLLINS CO)
NA
03/07/1990 - 06/29/1990
BILTMORE EQUITIES & SECURITIES, LTD.
NA
03/23/1981 - 03/28/1988
BOETTCHER & COMPANY, INC.
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/1993
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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