Unclaimed
Gary John Reetz is an investment advisor representative at One Oak Capital Management, LLC. Gary has been in the industry since 1985 and has a strong background in financial planning and investment management. Gary holds the Series 63, 65, 7 and 24 licenses. Gary has a focus on investment companies, high-net-worth individuals, and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/19/2021 - Present
ONE OAK Capital Management, LLC (BRONXVILLE NY)
NJ
02/14/2001 - 07/09/2004
FOX CHASE CAPITAL PARTNERS, LLC (SPRINGFIELD NJ)
NJ
09/24/1985 - 03/13/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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