Unclaimed
Gary William Yager is a financial professional with over 10 years of experience in the financial services industry. Gary is currently registered with Northwestern Mutual Investment Services, LLC, and has prior experience with MML Investors Services, LLC, MSI Financial Services, Inc., and PFS Investments Inc. Gary is licensed to provide investment advice in California, Florida, New York, North Carolina, Ohio, and Pennsylvania. Gary holds the Series 6, Series 63, and SIE licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
04/23/2018 - Present
Northwestern Mutual Investment Services, LLC (JAMESTOWN NY)
NY
03/25/2017 - 03/26/2018
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
01/07/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
PA
05/28/2014 - 12/21/2015
PFS INVESTMENTS INC. (E. PITTSBURGH PA)
BC
Issued 08/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Yager is the right advisor for you? Invested Better is here to help.