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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Richard Oman is a financial advisor with over 20 years of experience in the financial industry. Gary is registered with Great Valley Advisor Group, Inc. and is based in BRAINTREE, MA. Gary specializes in financial planning, portfolio management for individuals and businesses, and consulting services. Gary has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Gary holds a Series 63, Series 65, Series 7, and SIE license. Gary is committed to providing clients with personalized financial advice and strategies to help them 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.
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 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.
A percentage of the total value of assets under management is charged.
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MA
08/13/2021 - Present
Great Valley Advisor Group, Inc. (BRAINTREE MA)
MA
05/14/2009 - 12/03/2011
LINCOLN FINANCIAL SECURITIES CORPORATION (BROCKTON MA)
MA
01/13/2006 - 05/21/2009
U.S. WEALTH ADVISORS, LLC. (BROCKTON MA)
MA
10/31/2005 - 12/31/2005
AIG FINANCIAL ADVISORS, INC. (BROCKTON MA)
AZ
12/12/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
02/08/2000 - 12/13/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BC
Issued 02/28/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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