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Gary Christopher Alexander

Osaic Wealth, Inc.

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About Gary Christopher Alexander

Gary Christopher Alexander is an investment advisor representative with Osaic Wealth, Inc.. Gary has been in the securities industry for over 20 years. Gary is registered with the state of Florida and Arkansas, among other states. Gary is also a registered investment advisor representative with the firm. Gary has several years of experience working at various firms such as SagePoint Financial, Inc. and MSI Financial Services, Inc. Gary's specializations include fixed insurance products, life insurance, disability insurance, Health Insurance, Long-Term Care insurance for group and individual clients. Gary is also a partner at Strategic Resource Group, LLC.

Firm Information

Gary Alexander is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gary Alexander’s Registration & Firm History

FL

09/01/2023 - Present

Osaic Wealth, Inc. (FORT LAUDERDALE FL)

FL

11/17/2016 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)

FL

12/15/2008 - 11/18/2016

MSI FINANCIAL SERVICES, INC. (FORT LAUDERDALE FL)

NY

06/30/2016 - 07/12/2016

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

FL

05/26/2005 - 09/12/2008

INVESTACORP, INC. (MIAMI LAKES FL)

FL

03/01/2004 - 11/22/2004

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

FL

01/13/2004 - 02/24/2004

STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)

PA

05/29/2002 - 11/18/2003

FISERV SECURITIES, INC. (PHILADELPHIA PA)

PA

09/01/2001 - 10/01/2001

FISERV SECURITIES, INC. (PHILADELPHIA PA)

CO

01/28/2000 - 09/01/2001

FISERV CORRESPONDENT SERVICES, INC. (DENVER CO)

NY

11/25/1997 - 01/07/1998

PRIME CHARTER LTD. (NEW YORK NY)

NY

07/18/1997 - 12/03/1997

GKN SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2006

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Christopher Alexander.
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