Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Gary has been in the financial services industry since 1993. Matthew Gary is currently a registered representative with U.s. Bancorp Investments, Inc. Matthew Gary has a Series 63, Series 65, and Series 7 registration. Matthew Gary is also a Series 24 principal. Matthew Gary's previous firms include Firstar Investment Services, Inc. and Mercantile Investment Services, Inc. Matthew Gary provides financial planning, portfolio management, and publication of periodicals services. Matthew Gary serves individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. Matthew Gary has approximately $1 billion to $10 billion in assets under management. Matthew Gary is active in the community and serves on the boards of several non-profit 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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
02/07/2025 - Present
U.s. Bancorp Investments, Inc. (Cedar Falls IA)
NJ
01/03/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
01/31/1994 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NJ
04/13/1993 - 01/11/1994
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
IA
Issued 07/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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