Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Allen Smith is a financial advisor based in Birmingham, Alabama. Gregory has been in the financial industry for over 20 years and holds the Series 6, 7, 63 and 65 licenses as well as the SIE designation. Gregory currently works with Osaic Wealth, Inc. which is located in Scottsdale, Arizona. Gregory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations and charitable organizations.
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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2
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
GA
01/07/2016 - 07/17/2020
INVESTACORP, INC. (ATLANTA GA)
GA
09/23/2005 - 03/25/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
AL
06/14/2000 - 03/09/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
GA
09/21/1999 - 05/10/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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