Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Steven Demee is a financial advisor who has been in the industry since 1986. Gary is currently registered with Osaic Wealth, Inc. and has been registered with the firm since 2024. Gary has previously been registered with Securities America, Inc. and LPL Financial LLC. Gary is licensed to provide investment advice in several states including Minnesota, Alabama, Arizona, Colorado, Florida, Illinois, Iowa, Louisiana, Nevada, Ohio, Tennessee, and Wisconsin. Gary has several designations and specializations that allow him to provide financial advice and investment services to a wide range of 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.
1
2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (EDEN PRAIRIE MN)
MN
12/23/2013 - 06/14/2024
SECURITIES AMERICA, INC. (EDEN PRAIRIE MN)
MN
05/15/1995 - 12/26/2013
LPL FINANCIAL LLC (EDEN PRAIRIE MN)
NA
04/03/1986 - 05/08/1995
FIDELITY EQUITY SERVICES CORPORATION
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/1996
Series 24 - General Securities Principal Examination
BC
Issued 08/04/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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