Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Sengle is an Investment Advisor Representative with Osaic Wealth, Inc. in LA JOLLA, California. Gary is a registered Investment Advisor with the state of California. Gary has been in the financial services industry since 2018. Gary has a Series 7, Series 63, and Series 65 license. Gary also holds the SIE certification. Gary's previous employers include SAGEPOINT FINANCIAL, INC. and ROYAL ALLIANCE ASSOCIATES, INC. Gary provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Gary is also a speaker and coach, and he provides fixed insurance products to clients.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (LA JOLLA CA)
CA
07/11/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (LA JOLLA CA)
CA
04/06/2018 - 03/15/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SANTA ANA CA)
IA
Issued 06/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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