Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Lavallee is a financial advisor with over 30 years of experience in the financial services industry. Gary is registered with Silver OAK Securities, Inc. Gary's experience includes working with National Planning Corporation, Kovack Securities, Inc. and Commonwealth Financial Network. Gary provides financial planning, investment management, and retirement planning services to individual and business clients. Gary is a Chartered Financial Consultant.
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.
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
MA
04/01/2022 - Present
Silver OAK Securities, Inc. (East Longmeadow MA)
MA
01/03/2017 - 03/22/2022
KOVACK SECURITIES INC. (East Longmeadow MA)
MA
06/19/2015 - 01/03/2017
NATIONAL PLANNING CORPORATION (EAST LONGMEADOW MA)
CT
01/07/2015 - 06/24/2015
ROYAL ALLIANCE ASSOCIATES, INC. (FARMINGTON CT)
MA
01/17/2013 - 01/08/2015
COMMONWEALTH FINANCIAL NETWORK (EAST LONGMEADOW MA)
MA
06/01/2012 - 12/07/2012
MML INVESTORS SERVICES, LLC (EAST LONGMEADOW MA)
MA
12/09/2011 - 04/26/2012
NATIONAL PLANNING CORPORATION (EAST LONGMEADOW MA)
FL
02/05/2011 - 11/14/2011
NATIONAL PLANNING CORPORATION (JUPITER FL)
FL
11/05/2008 - 03/11/2009
NEW ENGLAND SECURITIES (PALM BEACH GARDENS FL)
FL
04/24/2007 - 11/12/2008
AXA ADVISORS, LLC (JUPITER FL)
FL
03/29/2004 - 04/24/2007
COMMONWEALTH FINANCIAL NETWORK (JUPITER FL)
MA
03/02/2004 - 04/02/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/09/1995 - 03/03/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MO
07/24/1995 - 10/09/1995
FFP SECURITIES, INC. (CHESTERFIELD MO)
IN
12/08/1993 - 07/22/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NY
03/16/1993 - 12/13/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
12/09/1992 - 03/09/1993
FINANCIAL SECURITIES NETWORK,INC.
MA
08/31/1992 - 12/09/1992
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
07/22/1986 - 08/31/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
06/25/1990 - 08/13/1990
CIGNA SECURITIES, INC. (RADNOR PA)
NA
07/22/1986 - 10/30/1986
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 11/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/24/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/21/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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