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Gary P

Series 66

Charlotte, NC

AE Wealth Management, LLC

Gary Preslar is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 14 years of industry experience. He is the president of Preslar Financial Group, LLC, and has been involved in new home construction and real estate sales through Homes by Gary Preslar, LLC, since 2001. His prior roles include positions at Aspire Private Capital and Global Financial Private Capital, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios managed by internal and third-party strategists, discretionary asset management, financial planning, and plan services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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