Unclaimed
Gregg Forger is a financial advisor with over 20 years of experience in the industry. Gregg is currently registered with Lincoln Financial Distributors, Inc. and has a Series 7, 6, 24 and 63 licenses. Gregg has previously worked at Guardian Investor Services LLC, Sun Life of Canada (U.S.) Distributors, Inc., and Signator Investors, Inc.
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.
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.
1
2
PA
07/28/2014 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
ME
08/02/2013 - 07/09/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
06/01/2001 - 05/10/2013
GUARDIAN INVESTOR SERVICES LLC (QUINCY MA)
MA
02/20/2001 - 04/27/2001
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
03/31/2000 - 03/08/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 04/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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