Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Holvick, a Certified Financial Planner™ and Chartered Financial Consultant, has been working in the financial industry since 1999. Gary is currently registered with Osaic Wealth, Inc. and has previously worked with Northwestern Mutual Investment Services, LLC, MML Investors Services, LLC, and Robert W. Baird & Co. Incorporated. Gary's expertise includes financial planning, pension consulting, educational seminars, and portfolio management.
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
MI
04/14/2022 - Present
Osaic Wealth, Inc. (FENTON MI)
MI
11/23/2015 - 04/25/2022
MML INVESTORS SERVICES, LLC (Fenton MI)
MI
01/19/2000 - 11/24/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND BLANC MI)
WI
01/19/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Holvick is the right advisor for you? Invested Better is here to help.
