Unclaimed
Greg Selg is a financial advisor registered with Osaic Wealth, Inc. Greg has been in the financial services industry since December 30, 2000. Greg is licensed to provide financial advice in Arizona, California, Connecticut, Delaware, Florida, Georgia, Indiana, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Greg specializes in providing financial advice to individuals, families, and businesses.
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.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
11/20/2007 - 10/05/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
04/11/2007 - 09/20/2007
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
02/05/2007 - 03/27/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (MELVILLE NY)
NY
11/06/2001 - 01/25/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NY
10/06/2000 - 11/05/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/15/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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