Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Herbert? Claim Your ProfileHerbert Leon McClary is a financial advisor with Ameriprise Financial Services, LLC. Herbert has been in the financial industry since 1994 and has worked for several firms including Wells Fargo Clearing Services, LLC and SunTrust Investment Services, Inc. Herbert holds both Series 7 and Series 66 licenses. Herbert has experience working with individual clients, corporations, trusts, and charitable organizations.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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VA
07/21/2017 - Present
Ameriprise Financial Services, LLC (Gainesville VA)
VA
08/17/2012 - 07/28/2017
WELLS FARGO CLEARING SERVICES, LLC (MANASSAS VA)
VA
03/11/2008 - 09/04/2012
SUNTRUST INVESTMENT SERVICES, INC. (MANASSAS VA)
VA
05/29/2007 - 03/17/2008
CITIGROUP GLOBAL MARKETS INC. (MANASSAS VA)
VA
12/15/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FAIRFAX VA)
VA
01/05/2001 - 12/07/2006
SUNTRUST INVESTMENT SERVICES, INC. (MANASSAS VA)
IA
03/01/1999 - 01/03/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
08/08/1994 - 02/19/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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