Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Robert Mann is a financial advisor with over 39 years of experience in the industry. Gary is currently registered with Osaic Wealth, Inc., with offices in Deerfield, Illinois and Scottsdale, Arizona. Gary has a long history of working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. He provides a comprehensive suite of financial planning services, including portfolio management, retirement planning, and estate planning. Gary is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, Series 24, and Series 63 license.
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.
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2
IL
09/24/2024 - Present
Osaic Wealth, Inc. (DEERFIELD IL)
IL
10/20/2017 - 06/14/2024
SECURITIES AMERICA, INC. (DEERFIELD IL)
IL
08/20/2009 - 10/25/2017
NATIONAL PLANNING CORPORATION (DEERFIELD IL)
IL
05/08/2006 - 08/21/2009
WATERSTONE FINANCIAL GROUP, INC. (RIVERWOODS IL)
IL
04/24/1995 - 05/08/2006
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IL
12/07/1992 - 05/24/1995
JMS SECURITIES L.P. (EVANSTON IL)
NA
11/03/1987 - 11/12/1991
KUPFER, ENGLER SECURITIES, INC.
NA
11/23/1983 - 12/17/1987
SINGER & COMPANY SECURITIES, INC.
BC
Issued 05/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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