Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Jay Harrison is a financial professional with over 30 years of experience in the industry. Gary is currently registered with Osaic Wealth, INC. and has previously worked at several other firms, including Kaplan & Co. Securities Inc., Legacy Financial Services, Inc., and Tower Square Securities, Inc. Gary holds multiple licenses and certifications, including the Series 6, 7, 63, and 66 exams. Gary's area of expertise includes financial planning, pension consulting, and portfolio management.
Lake Worth, FL
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
FL
10/11/2024 - Present
Osaic Wealth, Inc. (Lake Worth FL)
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 8/5/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/1/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2002
Series 7 - General Securities Representative Examination
BC
Issued 8/4/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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