Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory McLean is a registered investment advisor representative with over 40 years of experience in the financial services industry. He is currently affiliated with Osaic Wealth, Inc. and Caruso McLean & CO., Inc., where he provides investment advisory services. Gregory McLean has held various positions throughout his career, including those at Integrated Resources Equity Corporation, Tucker, Anthony & R. L. Day, Inc., and E. F. Hutton & Company Inc. He is a Series 66 and Series 63 license holder, and has passed other examinations including the Series 10, Series 9, Series 8, SIE, Series 15, and Series 7. Gregory McLean's expertise and experience in the financial services industry allows him to provide a wide range of investment advisory services to clients.
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
NY
06/21/2023 - Present
Osaic Wealth, Inc. (UTICA NY)
NA
03/16/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
06/06/1983 - 03/22/1988
TUCKER, ANTHONY & R. L. DAY, INC.
NA
01/19/1981 - 06/03/1983
E. F. HUTTON & COMPANY INC
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory McLean is the right advisor for you? Invested Better is here to help.
