Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Howard Potash is a registered investment advisor representative with PNC Investments. Gregg has been in the securities industry since 1989 and has experience with a variety of firms including J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, ESSEX NATIONAL SECURITIES, INC., SEI FINANCIAL SERVICES COMPANY, NEW ENGLAND SECURITIES, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Gregg holds multiple securities licenses including Series 6, 7, 63, 65, 72, and SIE and is registered with the states of Alabama, Alaska, Colorado, Florida, Hawaii, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, Tennessee, Texas, Utah, and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/01/2004 - Present
PNC Investments (GLENDORA NJ)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
02/08/1996 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
04/29/1994 - 05/30/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
08/21/1992 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NY
07/31/1990 - 10/30/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
02/27/1989 - 08/14/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/27/1989 - 08/14/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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