Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg William Holgate is a financial professional with over 25 years of experience in the financial services industry. Gregg is currently registered with Transamerica Retirement Advisors, LLC in West Chester, Pennsylvania. Previously, Gregg held positions with Lincoln Financial Advisors Corporation, VOYA Financial Advisors, Inc., ING Financial Advisors, LLC, AELTUS CAPITAL, INC and Aetna Investment Services, Inc. Gregg holds Series 6, 7, 24, 26 and 66 securities licenses. Gregg's experience encompasses a wide range of financial services, including portfolio management for individuals and businesses, pension consulting and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
PA
07/26/2024 - Present
Transamerica Retirement Advisors, LLC (West Chester PA)
PA
03/27/2017 - 08/21/2023
LINCOLN FINANCIAL ADVISORS CORPORATION (RADNOR PA)
PA
02/21/2014 - 01/27/2017
VOYA FINANCIAL ADVISORS, INC. (WEST CHESTER PA)
PA
05/15/2000 - 02/25/2014
ING FINANCIAL ADVISERS, LLC (WEST CHESTER PA)
CT
12/16/1998 - 05/15/2000
AELTUS CAPITAL, INC (HARTFORD CT)
CT
11/15/1996 - 09/29/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 06/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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