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Gene W
Series 63, Series 65
Houtzdale, PA
OSAIC
Gene Wardo is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, Investacorp, LPL, and Invest Financial Corporation, as well as operating his own firm, Wardo Financial Services Inc., since 1997. Outside of finance, he is the owner of Big Rock Swing And Ping, an automated golf driving range, and B&G Trees, a tree service business, and serves on the board of Moshannon Valley Partnership, which assists businesses relocating to or expanding in the region. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports multiple advisory platforms and legacy programs.
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