Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Bronico is a financial advisor with Osaic Wealth, Inc., a firm that manages over 94 Billion dollars in assets. Gregory has been in the industry since 2015. Gregory has a Series 6 license and the SIE exam. Gregory is registered to offer securities in Maryland and Pennsylvania. Gregory has experience with a variety of firms including Securities America, Inc., Investacorp, Inc., Signator Investors, Inc. and PSA Equities, Inc. Gregory works with a variety of clients including individuals, high-net-worth individuals, corporations, pension plans 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.
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
06/15/2016 - 07/17/2020
INVESTACORP, INC. (KING OF PRUSSIA PA)
MA
01/19/2000 - 09/13/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MD
10/19/1999 - 11/22/1999
PSA EQUITIES, INC. (HUNT VALLEY MD)
BC
Issued 06/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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