Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg-o'ryan? Claim Your ProfileGreg-o'ryan Johnson is an investment advisor representative at Truist Advisory Services, Inc. in Atlanta, Georgia. Greg-o'ryan has been in the financial services industry since 2018. He holds Series 6, 7, 9, 24, 63, and 66 licenses. Greg-o'ryan also has experience as a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc. Prior to his career in financial services, Greg-o'ryan worked as a teacher and an entrepreneur. He is committed to providing his clients with personalized financial advice and guidance. Greg-o'ryan specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. He also offers wrap fee products and financial profiling services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
GA
05/08/2024 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
MO
01/22/2024 - 04/16/2024
EDWARD JONES (ST. LOUIS MO)
AZ
11/24/2021 - 12/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
TN
08/08/2018 - 03/27/2019
PFS INVESTMENTS INC. (MEMPHIS TN)
BOTH
Issued 01/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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