Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Eugene Stirk is a financial advisor with over 23 years of experience in the financial industry. Gary is currently a Registered Representative and Investment Advisor Representative at Osaic Wealth, Inc. Gary has held previous positions at Securities America, Inc., Invest Financial Corporation, Ensemble Financial Services, Inc., Wall Street Financial Group, Inc., and Wachovia Securities, LLC. Gary is licensed to provide securities and investment advisory services in numerous states across the country. Gary holds Series 7, 63, 65, 66, 24, SIE, and 99TO licenses. Gary has experience in financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
WA
06/23/2011 - 12/05/2017
INVEST FINANCIAL CORPORATION (FEDERAL WAY WA)
NY
12/10/2009 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER, NY NY)
NY
03/28/2008 - 07/06/2009
WALL STREET FINANCIAL GROUP, INC. (FAIRPORT NY)
NY
03/23/2007 - 12/13/2007
WACHOVIA SECURITIES, LLC (ROCHESTER NY)
NY
10/15/1999 - 03/02/2007
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
BOTH
Issued 03/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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