Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Orvin Fossum is a financial advisor with LPL Financial LLC. Gary has over 30 years of experience in the financial industry. Gary has a Series 7, Series 63, and Series 66 licenses. Gary has a bachelor's degree in economics from the University of Wisconsin-Madison. Gary specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. He is committed to 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WI
02/14/2018 - Present
LPL Financial LLC (MADISON WI)
WI
10/03/2006 - 02/14/2018
SII INVESTMENTS, INC. (MADISON WI)
WI
11/19/1989 - 09/29/2006
ROYAL ALLIANCE ASSOCIATES, INC. (MADISON WI)
NA
03/19/1986 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BOTH
Issued 01/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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