Unclaimed
Gary Livingston is a financial professional with over 40 years of experience in the financial services industry. Gary has a strong background in both brokerage and investment advisory services, holding licenses and registrations in several states, including Minnesota, Arizona, Colorado, Illinois, and Wisconsin. Gary is currently registered with On Investment Management Co. Gary has previously worked for Woodbury Financial Services, Inc. and NYLIFE Securities Inc., Gary is a dedicated financial professional, committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
11/04/2013 - Present
ON Investment Management Co. (EAGAN MN)
MN
09/06/1995 - 10/16/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
11/03/1982 - 09/07/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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