Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Lavin is an investment advisor representative with Osaic Wealth, Inc.. Greg has been in the financial industry since December 16, 1993. Greg has been registered with Securities America, Inc., Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated in the past. Greg offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals to his clients. Greg holds the Series 6, Series 7, Series 63 and Series 66 securities licenses. Greg is registered with the state of Wisconsin and is also registered with the state of Texas as an investment advisor representative.
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
WI
06/14/2024 - Present
Osaic Wealth, Inc. (FOND DU LAC WI)
WI
08/16/2018 - 06/14/2024
SECURITIES AMERICA, INC. (FOND DU LAC WI)
WI
12/17/1993 - 08/16/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FOND DU LAC WI)
WI
05/25/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/17/1993 - 04/21/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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