Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Keith Shepherd is a financial advisor with over 43 years of experience in the financial industry. Gary is a Certified Financial Planner™ professional who has earned licenses and certifications in a variety of financial products, including Series 1, 6, 7, 24, 63, and 65. Gary has been registered as a Broker-Dealer and Investment Advisor in several states, including Delaware, Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, and Virginia. Currently, Gary is associated with Osaic Wealth, Inc., where he provides financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
IN
08/08/2001 - 06/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/21/2000 - 08/08/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/21/2000 - 08/08/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
05/03/2000 - 12/08/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/08/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
07/16/1979 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 07/22/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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