Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Weaver is a financial advisor with Osaic Wealth, Inc. Gregory has been in the financial services industry since 1996. Gregory is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in several states. Gregory specializes in financial planning, portfolio management, and pension consulting. Gregory has a diverse client base, including individuals, families, and businesses. Gregory has a strong track record of providing quality financial advice to his 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.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (TRACY CA)
CA
04/27/2012 - 06/14/2024
SECURITIES AMERICA, INC. (TRACY CA)
CA
06/11/1998 - 05/01/2012
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
TX
08/23/1996 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 02/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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