Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Teran is a financial advisor with Raymond James Financial Services Advisors, Inc. Gary has been in the financial services industry since 1983. Gary is licensed in 46 states and has a Series 7, Series 24, Series 4, Series 52TO, Series 53 and Series 63 license. Gary is also a Registered Investment Advisor in Texas and Utah. Gary has been with Raymond James since 2019. Before that, Gary was with First Western Advisors. Gary is a financial advisor who can help you with your financial planning needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
09/27/2019 - Present
Raymond James Financial Services Advisors, Inc. (HOLLADAY UT)
UT
06/22/1984 - 02/21/2020
FIRST WESTERN ADVISORS (HOLLADAY UT)
NA
11/24/1982 - 05/01/1984
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 07/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1986
Series 4 - Registered Options Principal Examination
BC
Issued 01/11/1985
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/19/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Teran is the right advisor for you? Invested Better is here to help.
