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 Peloquin is an investment advisor representative at Westcott Investment Advisors LLC in Danielson, Connecticut. Gary has been in the industry since 1984 and is registered with the state of Connecticut. Gary has a Series 65 license and is also a Certified Public Accountant. Gary works with high-net-worth individuals and individuals other than high-net-worth individuals and provides financial planning and portfolio management services. Gary's other business is Peloquin and Company LLC, a CPA firm, where he is the owner.
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.
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.
A percentage of the total value of assets under management is charged.
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CT
03/21/2001 - Present
Westcott Investment Advisors LLC (DANIELSON CT)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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