Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Thomas Charlebois is a financial advisor with over 40 years of experience in the financial services industry. Gary is a registered representative of Osaic Wealth, Inc. and has been with the firm since 1989. Gary specializes in providing financial planning and investment management services to individuals, families, and businesses. Gary holds Series 7, 24, 51 and 63 licenses and is registered in 35 states. Gary also holds an insurance license and is licensed to sell a variety of insurance products. Gary is committed to providing his clients with personalized financial advice that meets their individual needs. Gary is also involved in the community and is a member of several professional organizations.
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
CA
07/30/2019 - Present
Osaic Wealth, Inc. (LA VERNE CA)
NA
01/09/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/25/1984 - 01/19/1987
PLANVEST CAPITAL CORPORATION
NA
07/06/1983 - 05/07/1984
EMPIRE SECURITIES CORPORATION OF SOUTHERN CALIFORNIA
NA
02/23/1981 - 07/18/1983
EQUITEC SECURITIES COMPANY
BC
Issued 11/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/06/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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