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 with Merrill Lynch, Pierce, Fenner & Smith Inc. Gary has been in the financial services industry since June 1, 2000. Gary has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. Gary is registered to provide investment advice in 53 states. Gary is also registered to provide investment advice in Texas. Gary is licensed with the Series 7, Series 10, Series 24, Series 4, Series 9, Series 52, and Series 53 exams. Gary provides a wide range of advisory services including portfolio management for individuals, businesses, and pension and profit-sharing plans, performance measurement reports, allocation modeling, investment policy statements, research reports and services, and selection of other advisers.
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 08/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1998
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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