Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Wusterbarth is a financial advisor with over 15 years of experience in the industry. Gary is currently registered with Janney Montgomery Scott LLC, and has held previous positions with Mercer Allied Company, L.P. and Goldman, Sachs & Co. Gary is a Series 7, Series 10, Series 9, and Series 63 licensed professional, and holds the Series 65 designation as well. Gary specializes in working with high-net-worth individuals, corporations, and charitable organizations. Gary focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
09/02/2021 - Present
Janney Montgomery Scott LLC (ALBANY NY)
NY
11/19/2015 - 04/27/2017
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
01/15/2015 - 11/05/2015
GOLDMAN, SACHS & CO. (LATHAM NY)
NY
03/30/2006 - 01/20/2015
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
02/10/2005 - 04/10/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/09/2004 - 03/03/2005
MERCER ALLIED COMPANY, L.P. (COHOES NY)
IA
Issued 10/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gary Wusterbarth is the right advisor for you? Invested Better is here to help.
