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 Morton is a financial advisor with over 20 years of experience in the financial services industry. Gary is registered with Fidelity Personal and Workplace Advisors in Charlotte, NC. He has held previous positions with Nationwide Investment Services Corporation, Transamerica Capital, Inc., Evergreen Investment Services, Inc., Planco Financial Services, Inc., Wachovia Securities, LLC, Wachovia Securities, Inc. and Wachovia Brokerage Service. Gary holds Series 63, 65, 66 and 7 licenses and the SIE exam. Gary focuses on providing financial planning, portfolio management for individuals and businesses, and educational seminars. Gary Morton is a valuable resource for clients seeking comprehensive financial guidance.
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.
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.
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2
NC
05/13/2020 - Present
Fidelity Personal AND Workplace Advisors (CHARLOTTE NC)
AZ
01/31/2011 - 01/03/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (SCOTTSDALE AZ)
CO
07/13/2007 - 10/25/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NC
05/17/2005 - 06/06/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
03/02/2004 - 04/18/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
MO
06/15/2002 - 03/01/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/22/1997 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
AL
03/27/1997 - 06/23/1997
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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