Unclaimed
Gregg Lawrence Turkin is a financial advisor with over 20 years of experience in the financial services industry. Gregg is currently registered with NWF Advisory Services Inc., where they provide financial planning and investment management services. Previous experience includes positions with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., VOYA FINANCIAL ADVISORS, INC., COMMONWEALTH FINANCIAL NETWORK, and MML INVESTORS SERVICES, INC. Gregg has a strong commitment to helping clients achieve their financial goals. They have extensive experience working with individuals, businesses, and families. Gregg is passionate about helping clients understand their financial options and make informed decisions.
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
CA
03/31/2023 - Present
NWF Advisory Services Inc. (Westlake Village CA)
CA
09/08/2022 - 04/03/2023
CETERA ADVISORS LLC (WESTLAKE VILLAGE CA)
CA
12/16/2015 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
05/12/2010 - 12/17/2015
VOYA FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)
CA
04/25/2006 - 05/04/2010
COMMONWEALTH FINANCIAL NETWORK (SHERMAN OAKS CA)
CA
11/21/2003 - 05/04/2006
MML INVESTORS SERVICES, INC. (SHERMAN OAK CA)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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