Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Chong is an active investment advisor representative with Osaic Wealth, Inc. Gary has been working in the financial industry since 1996. Gary has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, the Securities Industry Essentials Examination and the Investment Company Products/Variable Contracts Representative Examination. Gary is registered as an Investment Advisor Representative in Hawaii. Gary has previously worked for SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC, TRANSAMERICA FINANCIAL ADVISORS, INC., GREAT AMERICAN ADVISORS, INC., and PRUCO SECURITIES CORPORATION. Gary's primary focus is on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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
HI
12/04/2019 - Present
Osaic Wealth, Inc. (HONOLULU HI)
HI
05/13/2016 - 03/17/2017
SIGNATOR INVESTORS, INC. (HONOLULU HI)
HI
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HONOLULU HI)
HI
01/02/2008 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HONOLULU HI)
HI
01/24/1996 - 12/20/2006
GREAT AMERICAN ADVISORS, INC. (HONOLULU HI)
NJ
11/17/1993 - 09/16/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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