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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gay? Claim Your ProfileGay Reeves is a financial advisor who has been in the industry since 1985. Gay is currently registered with LPL Financial LLC in San Marcos, CA and has been with the firm since 2003. Previously, Gay worked at UBS Financial Services Inc., Miller & Schroeder Financial, Inc., Smith Barney, Harris Upham & Co., Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Thomas Green/San Diego Securities Incorporated, San Diego Securities Incorporated, Guildcor Financial, Inc. and Duane Remsnyder & Co. Gay holds several securities licenses, including Series 7, Series 24, Series 31, Series 63, and Series 65. Gay also has expertise in providing investment advice to individuals and businesses, as well as in retirement planning. Gay has a strong track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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
CA
09/19/2003 - Present
LPL Financial LLC (SAN MARCOS CA)
NJ
12/18/2000 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MN
11/08/1993 - 12/19/2000
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
NY
03/15/1991 - 02/12/1992
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
07/05/1990 - 02/26/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
10/30/1987 - 05/11/1990
THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED (LOS ANGELES CA)
NA
06/06/1986 - 11/05/1987
SAN DIEGO SECURITIES INCORPORATED
NA
06/28/1984 - 05/14/1986
GUILDCOR FINANCIAL, INC.
NA
03/22/1983 - 06/18/1984
DUANE REMSNYDER & CO.
IA
Issued 11/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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