Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Fortune is a financial advisor with over 27 years of experience in the financial services industry. Gregg is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. He has a wide range of experience in providing financial planning, portfolio management, and investment advisory services to individual and institutional clients. Gregg is a Certified Financial Planner and a Chartered Financial Consultant. He is also a Registered Representative and an Investment Advisor Representative. Gregg is committed to helping his clients 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.
A percentage of the total value of assets under management is charged.
1
2
IL
06/14/2024 - Present
Osaic Wealth, Inc. (Park Ridge IL)
FL
11/12/2002 - 06/14/2024
SECURITIES AMERICA, INC. (PALM BEACH GARDENS FL)
GA
08/28/1997 - 11/12/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
01/31/1996 - 08/28/1997
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 02/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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