Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gary has been in the financial industry since August 28, 1991. Michael has been with Principal Securities, Inc. since July 1991. Michael is licensed to sell securities in multiple states. Michael holds Series 6, 7, 63, and 65 licenses. In addition to financial planning and investment management, Michael also offers seminars on financial topics. Michael has been a member of the Cedar Rapids Estate Planning Council since 2020. Michael is a Chartered Financial Consultant. Michael has been involved in the financial industry for over 30 years.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
06/17/2021 - Present
Principal Securities, Inc. (Hiawatha IA)
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Gary is the right advisor for you? Invested Better is here to help.
