Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Abbott Doodlesack is a financial advisor with over 18 years of experience in the financial services industry. Gary is currently registered with Oneamerica Securities, Inc. in Massachusetts and is licensed as an investment advisor representative. Gary holds a Series 6, Series 63, and Series 65 license. Gary specializes in working with individuals and high-net-worth individuals, and provides financial planning, pension consulting, and portfolio management services. Gary is a member of the Falmouth Yacht Club Board of Governors and is the Director of Marketing for The Moody Street Group, LLC - Insurance Agency.
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.
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2
MA
07/07/2017 - Present
Oneamerica Securities, Inc. (NEWTON MA)
MA
03/06/2012 - 06/26/2012
NEW ENGLAND SECURITIES (WAKEFIELD MA)
MA
06/07/2004 - 09/29/2011
NEW ENGLAND SECURITIES (WELLESLEY MA)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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