Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Richard Lesage is a financial professional with over 23 years of experience in the financial services industry. Gary currently is a Registered Representative and Investment Advisor Representative at Osaic Wealth, Inc. Gary is also a shareholder and board member of Savage McVicker Insurance, a career agent for Ohio National, a statutory agent for Savage and Associates, and the President of GMONEY HOLDINGS, LLC. Gary has worked in the Toledo, OH area for the majority of his career. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 6, 7, 63, and 66 licenses. Gary has been registered with FINRA since 2000 and has been a registered Investment Advisor since 2013.
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
OH
12/07/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
04/05/2001 - 07/11/2013
WALNUT STREET SECURITIES, INC. (TOLEDO OH)
AZ
02/08/2000 - 05/14/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Lesage is the right advisor for you? Invested Better is here to help.
