Gary RoserCRD Number: 1000917
Current Firm: Wells Fargo Clearing Services, LLC
Gary Roser (CRD# 1000917) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Perrysburg, OH and has over 36 years of experience in the finance industry.
Bollin Wealth Management, LLC
Independence Capital Company, Inc.
Ameriprise Financial Services, Inc.
|Wells Fargo Advisors LLC||Perrysburg, OH||May 2009 - Current||8|
|Bowling Green State University||Bowling Green, OH||Sep 1977 - Current||40|
|Wachovia Securities LLC||Toledo, OH||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1981|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY