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 Sax is a financial advisor with over 20 years of experience in the industry. Gary is currently registered with Osaic Wealth, Inc. and has been with the firm since June 2024. Prior to joining Osaic Wealth, Inc., Gary worked for Securities America, Inc., Investacorp, Inc., NFP Securities, Inc. and H. Beck, Inc.. Gary is licensed to provide financial advice in 13 states. Gary specializes in providing financial planning, pension consulting and educational seminars.
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
FL
06/14/2024 - Present
Osaic Wealth, Inc. (WESLEY CHAPEL FL)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WESLEY CHAPEL FL)
FL
08/23/2012 - 07/17/2020
INVESTACORP, INC. (WESLEY CHAPEL FL)
FL
02/02/2010 - 09/05/2012
NFP SECURITIES, INC. (TAMPA FL)
FL
01/02/2009 - 02/03/2010
H. BECK, INC. (WESLEY CHAPEL FL)
NC
04/08/2008 - 12/31/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MN
06/25/2002 - 04/09/2008
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
TX
11/29/2001 - 02/01/2002
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
IA
Issued 04/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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