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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 Bruce Block is a financial advisor with over 35 years of experience in the industry. Gary is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Connecticut, Delaware, District of Columbia, Florida, New Jersey, New York and Pennsylvania. Gary has worked at several firms including TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, MAG FINANCIAL, INC., EQ FINANCIAL CONSULTANTS, INC., THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES and CIGNA FINANCIAL ADVISORS,INC. Gary holds the Series 6, 26, 63 and SIE licenses. Gary specializes in providing financial planning, pension consulting and educational seminars. Gary also manages portfolios for individuals and businesses. Gary focuses on serving high-net-worth individuals, charitable organizations, pension and profit sharing plans and corporations or other businesses. Gary is a highly experienced financial advisor with a strong commitment to helping clients achieve their financial goals.
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
PA
08/23/2024 - Present
Osaic Wealth, Inc. (Berwyn PA)
PA
03/31/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
NJ
01/02/2008 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Mt. Laurel NJ)
PA
03/07/1995 - 12/31/2007
MAG FINANCIAL, INC. (PHILADELPHIA PA)
NY
05/05/1988 - 04/17/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/05/1988 - 04/17/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
PA
11/01/1990 - 12/31/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 05/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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