Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Konopaske is an investment advisor representative with Corient, a firm providing financial planning services. Gregg Konopaske has over 30 years of experience in the financial services industry and holds multiple licenses and certifications, including the Series 63, 65, 7, 9, 10, 24, 52, 53, and SIE exams, as well as the Certified Financial Planner designation. Gregg Konopaske is licensed to provide investment advice in Florida, Texas, and Virginia. Prior to joining Corient, Gregg Konopaske was associated with firms such as Arete Wealth Management LLC, Spire Securities, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Gregg Konopaske is also an active member of the industry and participates in various professional organizations.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
05/20/2024 - Present
Corient (Tequesta FL)
VA
01/02/2018 - 10/02/2023
ARETE WEALTH MANAGEMENT, LLC (Vienna VA)
VA
10/29/2015 - 12/31/2017
SPIRE SECURITIES, LLC (Vienna VA)
VA
12/15/1993 - 11/11/2015
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
MN
12/15/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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