Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wilson Keller is a financial advisor with over 25 years of experience in the industry. Gary is currently registered with Independent Financial Group, LLC in Bradenton, Florida. Before joining Independent Financial Group, Gary worked with Ameriprise Financial Services, Inc. in Sarasota, Florida. Gary is a Certified Financial Planner and holds Series 3, 7, 52, 63, and 65 licenses. He has also passed the Securities Industry Essentials (SIE) exam. Gary specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/23/2018 - Present
Independent Financial Group, LLC (BRADENTON FL)
FL
01/13/2012 - 04/24/2018
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
FL
07/01/2003 - 01/17/2012
WELLS FARGO ADVISORS, LLC (SARASOTA FL)
NY
04/21/1997 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
09/19/1995 - 03/14/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 3 - National Commodity Futures Examination
BC
Issued 02/27/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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