Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barber is an investment advisor representative with Osaic Wealth, Inc. located in Radnor, PA. Gregory has been in the industry since 2012 and has a Series 66, Series 7, and SIE license. Gregory is also a Certified Financial Planner. Gregory's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Gregory has previously worked with Securities America, Inc., Investcorp, Inc., Lombard International Distribution Company, and NFP Securities, Inc. Gregory is registered to offer investment advisory services in Pennsylvania and New Jersey.
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (RADNOR PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (RADNOR PA)
PA
07/19/2017 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
NJ
06/09/2014 - 10/28/2016
LOMBARD INTERNATIONAL DISTRIBUTION COMPANY (FLORHAM PARK NJ)
PA
02/14/2012 - 05/30/2014
NFP SECURITIES, INC. (KING OF PRUSSIA PA)
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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