Unclaimed
Gregory Resnick is a financial advisor who is registered with PNC Investments. Gregory has been in the industry since 2006 and is licensed in the state of Ohio. Gregory has previously worked with Equitable Advisors, LLC, Citizens Securities, Inc., Fifth Third Securities, Inc., and The Huntington Investment Company. Gregory is a licensed securities professional and holds a Series 7, Series 6, Series 63, and Series 66 licenses, in addition to the SIE. Gregory is a specialist in retirement planning, investments, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/05/2022 - Present
PNC Investments (MAYFIELD HEIGHTS OH)
OH
07/03/2018 - 10/07/2022
EQUITABLE ADVISORS, LLC (WILLOUGHBY OH)
OH
09/15/2014 - 07/02/2018
CITIZENS SECURITIES, INC. (UNIVERSITY HEIGHTS OH)
OH
08/31/2010 - 09/15/2014
FIFTH THIRD SECURITIES, INC. (CONCORD OH)
OH
02/27/2006 - 07/15/2010
THE HUNTINGTON INVESTMENT COMPANY (SOUTH EUCLID OH)
BOTH
Issued 06/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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