Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Poplarski is a financial professional with over 20 years of experience in the industry. Greg is currently registered with Oneamerica Securities, Inc. and has previously been associated with firms such as Allianz Global Investors Distributors LLC, Lincoln Financial Distributors, Inc., Prudential Investment Management Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Greg has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice. Greg specializes in a variety of financial services, including investments, insurance, and retirement planning. Greg is committed to helping his 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.
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.
1
2
IN
12/10/2019 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
03/25/2009 - 09/04/2019
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)
GA
09/13/2006 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (ALPHARETTA GA)
GA
02/26/2003 - 07/28/2006
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ALPHARETTA GA)
NY
01/23/2001 - 02/20/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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