Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Davis is a financial advisor with over 40 years of experience in the industry. Gary currently works with Osaic Advisory Services, LLC and Osaic Wealth, Inc. Gary is registered with FINRA and a registered investment advisor in California, Colorado, Florida, Georgia, New Jersey, New York, Pennsylvania, and Texas.
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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GA
01/29/2025 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
FL
01/12/2006 - 02/04/2010
LPL FINANCIAL CORPORATION (JENSEN BEACH FL)
FL
12/16/2005 - 01/19/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (JENSEN BEACH FL)
NJ
11/02/2001 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/03/1997 - 11/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/24/1980 - 06/03/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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