Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alan Johnson is an investment advisor representative at Osaic Wealth, Inc. Gregory has been in the financial services industry since 2003, and is registered with the state of Iowa and Texas. Gregory has a Series 6, 7, 63 and 65 license and also has a SIE. Gregory has experience in the financial services industry, working with individuals, businesses, and charitable organizations. Gregory focuses on providing financial planning and portfolio management services. Gregory is committed to providing personalized service and working closely with clients to 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.
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IA
06/10/2024 - Present
Osaic Wealth, Inc. (BELLE PLAINE IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (BELLE PLAINE IA)
IA
04/15/2003 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CEDAR RAPIDS IA)
IA
Issued 07/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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