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 Medley is a financial advisor with IC Advisory Services, Inc. Gary has over 30 years of experience in the financial services industry. Gary is a CERTIFIED FINANCIAL PLANNER™ professional. He is registered with the state of Florida and has also obtained the Series 3, Series 7, Series 8, and Series 65 licenses. Gary offers a range of financial services, including financial planning, portfolio management, and insurance.
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.
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.
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2
FL
04/01/2021 - Present
IC Advisory Services, Inc. (BONITA SPRINGS FL)
FL
12/15/2009 - 05/19/2014
THE INVESTMENT CENTER, INC. (BONITA SPRINGS FL)
FL
09/24/2007 - 03/10/2009
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
11/08/2005 - 05/16/2006
SIGMA FINANCIAL CORPORATION (BONITA SPRINGS FL)
MO
07/01/2003 - 04/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
06/24/1999 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
03/04/1997 - 06/10/1999
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
07/01/1994 - 02/27/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
02/23/1990 - 07/07/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/15/1988 - 03/21/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/16/1985 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
01/16/1984 - 04/24/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/23/1983 - 01/03/1984
DEAN WITTER REYNOLDS INC.
IA
Issued 02/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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