Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gage? Claim Your ProfileGage Wellington is an investment advisor representative at Ameritas Advisory Services, LLC, a firm with over 10,000 clients. Gage is licensed to provide investment advisory services in Pennsylvania and 26 other states. Gage has been in the industry since 2023 and has a Series 66, Series 7TO, and Series SIE license. Gage's previous experience includes roles at Equitable Advisors, LLC, Premier Planning Group, Penn State University, Montgomery County Community College, Springfield Township Police, Montgomery County Municipal Police Academy, North Penn Auto Service, and North Penn High School. Gage's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses. Gage is also a registered representative of Ameritas Investment Company, LLC.
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.
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.
Solicitor fees
1
2
PA
06/28/2024 - Present
Ameritas Advisory Services, LLC (Phoenixville PA)
PA
03/10/2023 - 03/04/2024
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 04/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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