Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Sherwold is a financial advisor with over 30 years of experience in the industry. Gary has been with G.W. Sherwold Associates, Inc. since October of 1996. Gary is a Registered Representative with the firm and also holds the Series 7, 24, 27, 63, 99TO, and SIE exams. Gary is a strong advocate for providing financial planning, pension consulting, and portfolio management for businesses and individuals. Gary works with both individuals and small businesses, including those with pension and profit-sharing plans, and provides financial services in California, Colorado, Florida, Michigan, New Jersey, Oregon, South Carolina, Texas, and Arizona.
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.
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
04/25/2014 - Present
G.w. Sherwold Associates, Inc. (LAKE FOREST CA)
TX
10/15/1996 - 11/18/1997
CAMDEN FINANCIAL SERVICES (KELLER TX)
NE
06/10/1994 - 10/30/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
AZ
11/19/1989 - 06/17/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/03/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/23/1985 - 01/17/1989
DIVERSIFIED SECURITIES, INCORPORATED
BC
Issued 05/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/03/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/12/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Sherwold is the right advisor for you? Invested Better is here to help.
