Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Pierce is a financial advisor who has been in the industry since November 7, 1974. Gregory is currently registered with Osaic Wealth, Inc. in St. Paul, Minnesota. Gregory has a background in both insurance and investment advising. Gregory also holds a Series 63 license and is a registered representative for Osaic Wealth, Inc. Gregory works with a diverse client base including individuals, families, businesses, and retirement plans. Gregory's expertise lies in financial planning, portfolio management, and retirement planning.
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
MN
01/19/2024 - Present
Osaic Wealth, Inc. (ST. PAUL MN)
MN
02/03/1993 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ST. PAUL MN)
MA
11/08/1974 - 02/03/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/08/1974 - 02/03/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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