Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Ovsak is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the financial industry since 2000 and is registered with the Securities and Exchange Commission (SEC) as well as the state of Texas and Washington. Gary has a wide range of experience in the financial industry, including working with individuals, businesses, corporations, and other investment advisors. Gary has been a registered representative with several firms over the years, including CETERA ADVISOR NETWORKS LLC, PLANMEMBER SECURITIES CORPORATION, SANDLAPPER SECURITIES, LLC, and ALLSTATE FINANCIAL SERVICES, LLC. Gary holds a variety of licenses, including Series 7, 9, 10, 24, 4, 52TO, 53, and 66. Gary is also a registered Investment Advisor in Texas and Washington.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
12/01/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
WA
02/21/2017 - 11/07/2017
CETERA ADVISOR NETWORKS LLC (TACOMA WA)
WA
02/12/2015 - 02/02/2017
PLANMEMBER SECURITIES CORPORATION (TACOMA WA)
WA
01/29/2014 - 12/01/2014
SANDLAPPER SECURITIES, LLC (VANCOUVER WA)
WA
01/14/2013 - 08/20/2013
ALLSTATE FINANCIAL SERVICES, LLC (NEWCASTLE WA)
WA
10/10/2008 - 01/05/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
09/29/2004 - 08/08/2008
PACIFIC WEST SECURITIES, INC. (RENTON WA)
MN
06/13/2002 - 09/23/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/13/2002 - 09/23/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VA
07/21/2000 - 04/04/2002
SHAREBUILDER SECURITIES CORPORATION (MCLEAN VA)
FL
04/09/1998 - 07/13/2000
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
BOTH
Issued 8/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 7/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 2/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 9/9/1998
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/7/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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