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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Kennedy is a financial advisor with over 30 years of experience in the industry. Gary has been with Wells Fargo Clearing Services, LLC since 2012. Previously, Gary was with First Union Capital Markets Corp., Halpert and Company, Inc. and First of Philadelphia Investment Group, Inc. Gary is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Gary is a member of the Mary Mother of the Redeemer Finance Council and is an executor for his father-in-law.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
04/16/2012 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
NC
08/27/1996 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
10/03/1988 - 09/06/1996
HALPERT AND COMPANY, INC. (MILLBURN NJ)
NA
03/02/1988 - 10/24/1988
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
IA
Issued 04/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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