Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Zampella is a financial advisor with Wells Fargo Clearing Services, LLC. Gary has been in the financial services industry since 2008. Gary is registered with the state of New Jersey, as well as other states. Gary holds the Series 63, Series 66, Series 7 and SIE licenses. Gary has prior experience with TD PRIVATE CLIENT WEALTH LLC and Wells Fargo Advisors, LLC. Gary has specialized in the following areas: portfolio management for individuals and businesses, financial planning, and investment consulting services to institutional clients.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
04/28/2022 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
02/28/2013 - 04/21/2022
TD PRIVATE CLIENT WEALTH LLC (Bernardsville NJ)
NJ
09/16/2008 - 06/23/2010
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
BOTH
Issued 09/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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