Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Barkman is a financial advisor registered with Cetera Investment Advisers LLC. Gary has been in the financial industry since December 3, 1984, and has a strong background in providing financial planning, portfolio management and other financial services. He is currently registered with the state of New York and Texas. Previously, Gary has worked with Voya Financial Advisors, Inc., LPL Financial LLC, Capital Growth & Shelter, Inc. and First Investors Corporation. Gary is a Certified Financial Planner and specializes in providing financial advice to individuals, corporations and charitable organizations. Gary is dedicated to helping his clients achieve their financial goals.
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
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (ALBANY NY)
NY
11/02/2016 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
NY
03/29/1993 - 11/30/2016
LPL FINANCIAL LLC (SELKIRK NY)
NA
03/29/1990 - 04/05/1993
CAPITAL GROWTH & SHELTER,INC.
NJ
11/28/1984 - 03/22/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 11/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/4/1994
Series 24 - General Securities Principal Examination
BC
Issued 3/4/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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