Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Harrison is a financial professional with over 29 years of experience in the financial services industry. Gary has been registered with Osaic Wealth, Inc. since October 2024. Previously, Gary was registered with KAPLAN & CO. SECURITIES INC., LEGACY FINANCIAL SERVICES, INC., TOWER SQUARE SECURITIES, INC., JOHN HANCOCK DISTRIBUTORS, INC., JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Gary holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Gary specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Gary is also registered to provide investment advisory services in Arizona, Connecticut, Florida, New Jersey, New York, North Carolina, and Pennsylvania.
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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AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
12/13/2000 - 04/13/2004
KAPLAN & CO. SECURITIES INC. (BOCA RATON FL)
CA
12/09/1999 - 12/31/2000
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
CA
04/28/1998 - 12/31/1998
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
04/17/1995 - 04/17/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/17/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
11/22/1993 - 03/20/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/22/1993 - 03/20/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/06/1993 - 11/02/1993
SECO WEST LIMITED (WILLIAMSVILLE NY)
BOTH
Issued 08/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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