Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lynn Dissette is a financial professional with over 30 years of experience in the industry. Gary has held various roles at several firms, including Wedbush Morgan Securities Inc., Thomson McKinnon Securities Inc., Dean Witter Reynolds Inc., and Liberty Securities Corporation. Gary is currently registered as a Registered Representative with Osaic Wealth, Inc. and also holds a Series 66, Series 63, Series 24, Series 7, and Series 3 license. Gary has a broad range of experience serving high-net-worth individuals, corporations, and other businesses. Gary offers financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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
CO
07/11/2024 - Present
Osaic Wealth, Inc. (BRIGHTON CO)
CO
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRIGHTON CO)
AZ
09/05/2000 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
WI
10/21/1992 - 12/19/1995
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
08/01/1991 - 11/02/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/05/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
CA
07/21/1989 - 02/27/1990
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NY
07/27/1988 - 07/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NY
12/17/1985 - 07/23/1988
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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