Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Georgantas is a financial advisor with over 30 years of experience in the financial services industry. Gregg has a proven track record of helping individuals and families achieve their financial goals. Gregg is currently registered with BFC Planning, Inc., an independent financial advisory firm with a focus on financial planning, investment management, and retirement planning. Previously, Gregg was associated with First Heartland Capital, Inc., Sagepoint Financial, Inc., American General Securities Incorporated, Pruco Securities, LLC and First Investors Corporation. Gregg's commitment to providing exceptional client service and a personalized approach has earned him the trust and confidence of his clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IL
02/05/2018 - Present
BFC Planning, Inc. (Channanon IL)
IL
01/03/2013 - 02/05/2018
FIRST HEARTLAND CAPITAL, INC. (CHANNAHON IL)
IL
10/31/2008 - 01/08/2013
SAGEPOINT FINANCIAL, INC. (CHANNAHON IL)
IL
01/31/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (ORLAND PARK IL)
NJ
09/25/1987 - 01/23/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
NA
01/23/1987 - 09/01/1987
FIRST INVESTORS CORPORATION
IA
Issued 06/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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