Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cornick is a financial professional with over 20 years of experience in the industry. Gregory has worked with Osaic Institutions, Inc., American Portfolios Financial Services, Inc. and Osaic Wealth, Inc.. Gregory is currently registered with Osaic Institutions, Inc. and American Portfolios Financial Services, Inc.. Gregory is a Series 7, 24, 27, 63, 7TO, 99TO, and SIE licensed professional. Gregory specializes in providing financial planning and investment advice to individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
CT
03/21/2023 - Present
Osaic Institutions, Inc. (MERIDEN CT)
GA
01/08/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
01/08/2021 - 08/19/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
04/03/2020 - 03/25/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/03/2020 - 01/08/2024
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
05/26/2015 - 04/13/2020
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/29/2000 - 11/12/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/26/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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