Unclaimed
Gary Bryan Ferrugiari is an Investment Advisor Representative at Osaic Wealth, Inc. based in Melville, New York. Gary has been in the industry since January 12, 1978. Gary is licensed to provide investment advice in New York. Gary is also a licensed insurance broker.
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.
1
2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (MELVILLE NY)
NY
01/13/1978 - 11/02/2018
SIGNATOR INVESTORS, INC. (MELVILLE NY)
MA
01/13/1978 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 11/27/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/07/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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