Unclaimed
Gary Whitworth Pearson has been in the financial industry since October 1987. Gary is currently registered with Cetera Investment Advisers LLC and has previously been affiliated with several other firms including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Gary is registered to provide investment advisory services in California and Texas. Gary has a variety of specializations that include: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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.
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.
1
2
CA
03/21/2024 - Present
Cetera Investment Advisers LLC (PALMDALE CA)
CA
11/30/2015 - 08/04/2020
WELLS FARGO CLEARING SERVICES, LLC (PALMDALE CA)
CA
11/21/2011 - 12/02/2015
U.S. BANCORP INVESTMENTS, INC. (LANCASTER CA)
CA
10/23/2009 - 11/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER CA)
CA
07/12/1999 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LANCASTER CA)
CA
05/30/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
09/28/1988 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/20/1987 - 10/11/1988
GREAT WESTERN FINANCIAL SECURITIES CORPORATION
IA
Issued 2/4/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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