Unclaimed
Gary Kurt Hager is a financial advisor with over 30 years of experience in the industry. Gary currently holds registrations with the state of New Jersey and Florida. Gary is affiliated with Osaic Wealth, Inc., where he has been since 2025. Gary is a Certified Financial Planner and holds several securities licenses, including Series 6, 7, 22, 22TO, 63, and SIE. Gary has been with several firms in the past, including Summit Equities, Inc., Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, Inc. Gary offers a variety of financial planning services to individuals, corporations, and institutions. Gary has been working with clients in the New Jersey area since 2004 and in the Florida area since 2017. He is also active in the community and enjoys helping clients achieve their financial goals.
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
NJ
01/24/2025 - Present
Osaic Wealth, Inc. (RED BANK NJ)
NJ
08/30/2004 - 09/29/2017
SUMMIT EQUITIES, INC. (RED BANK NJ)
IN
08/12/2003 - 08/31/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 08/31/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
10/30/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
05/21/1987 - 04/07/1988
SUPER FUND SECURITIES CORP.
BC
Issued 11/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/10/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/16/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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