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 Roberts is a financial advisor with over 15 years of experience in the financial services industry. Gary is a registered representative with MML Investors Services, LLC, a firm that has been in business for over 100 years and is known for its commitment to client service. Gary's practice focuses on providing personalized financial planning and investment advice to individuals and families, with a particular emphasis on retirement planning and wealth management. Gary is also a licensed insurance agent and can provide guidance on a variety of insurance products, including life insurance, disability insurance, long-term care insurance, and health insurance. He holds the Series 66, Series 24, and Series 7 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
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.
Solicitors fees
1
2
NE
05/29/2007 - Present
MML Investors Services, LLC (LINCOLN NE)
NE
07/20/2005 - 05/08/2007
SECURIAN FINANCIAL SERVICES, INC. (LINCOLN NE)
NJ
06/12/2003 - 07/11/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 06/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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