Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Gersack is a financial advisor with Janney Montgomery Scott LLC. Greg has been in the financial industry since 1994 and has a strong track record of providing investment advice to individuals, families, and businesses. Greg is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 45 states. Greg has a broad range of expertise, including portfolio management, financial planning, and retirement planning. Greg is committed to providing clients with personalized service and helping them 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
CA
05/31/2019 - Present
Janney Montgomery Scott LLC (Los Angeles CA)
GA
11/14/2008 - 11/06/2019
FIG PARTNERS, LLC (ATLANTA GA)
IL
03/22/1994 - 07/29/2008
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
BC
Issued 04/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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