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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 Lundberg is a financial advisor with Osaic Wealth, Inc. Gary's experience in the financial services industry dates back to August 1997. Gary holds the following licenses: Series 7, Series 63, Series 65, and SIE. Gary is registered to provide investment advice in 11 states. Gary is an active member of several communities and has been involved with multiple not-for-profit organizations over the years. Gary's advisory practice specializes in providing portfolio management, financial planning, and pension consulting services to individuals, businesses, 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.
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2
IL
01/23/2024 - Present
Osaic Wealth, Inc. (SYCAMORE IL)
IL
06/30/2015 - 01/31/2024
LPL FINANCIAL LLC (ROCKFORD IL)
IL
08/11/1997 - 07/20/2015
AMERIPRISE FINANCIAL SERVICES, INC. (ROCKFORD IL)
MN
08/11/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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