Unclaimed
Gary Edward Berube is a financial advisor at Osaic Wealth, Inc. Gary has been in the industry since June 1994. Gary's previous employers include Securities America, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Gary holds licenses for Securities Industry Essentials Examination, General Securities Representative Examination and Investment Company Products/Variable Contracts Representative Examination and state licenses for Uniform Securities Agent State Law Examination and Uniform Investment Adviser Law Examination. Gary is registered to provide investment advice in Arizona, California, Minnesota, Montana, North Dakota, South Dakota and Wyoming. Gary also provides services to individuals and businesses.
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
ND
06/14/2024 - Present
Osaic Wealth, Inc. (BISMARCK ND)
ND
05/06/2011 - 06/14/2024
SECURITIES AMERICA, INC. (BISMARCK ND)
ND
06/09/1994 - 05/17/2011
AXA ADVISORS, LLC (BISMARCK ND)
NY
06/09/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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