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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Allen Erickson is an investment advisor representative with Eagle Strategies LLC, and has been in the industry since November 4, 1990. Gary is registered with FINRA and is also registered with the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Michigan, Missouri, Nebraska, North Carolina, South Carolina, Texas, and Wisconsin. Gary is also registered with the states of Illinois and Texas as an investment advisor. Gary specializes in providing financial planning, educational seminars, and portfolio management for businesses and individuals. Gary also provides portfolio management for investment companies and pooled investment vehicles. Gary is a board member of the LaGrange Area Department of Special Education (LADSE). Gary is also an insurance broker and is appointed with outside insurance carriers for the purpose of brokering non-registered insurance products. Gary has passed the Series 6, 63, 65, and 26 exams. Gary is a highly experienced and qualified investment advisor representative.
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.
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2
IL
02/25/2016 - Present
Eagle Strategies LLC (Deerfield IL)
GA
10/09/2001 - 05/14/2002
PFS INVESTMENTS INC. (DULUTH GA)
GA
06/22/1988 - 10/06/1999
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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