Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Korngut is a financial advisor with Osaic Wealth, Inc. Gregory has been in the financial services industry for over 5 years. Gregory holds a Series 63, Series 65, and Series 7 license. Gregory is registered to provide investment advice in a number of states, including Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. Gregory works primarily with individuals and families, and is particularly interested in helping clients with financial planning, pension consulting, and portfolio management.
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
PA
02/19/2025 - Present
Osaic Wealth, Inc. (Philadelphia PA)
DE
01/07/2019 - 06/25/2023
WOODBURY FINANCIAL SERVICES, INC. (HOCKESSIN DE)
PA
08/21/2018 - 09/26/2018
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 12/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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