Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mottau is a financial professional with over 50 years of experience in the industry. Gregory is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., a firm that provides financial planning, portfolio management, and other advisory services to a diverse clientele. Gregory is also a Chartered Financial Consultant. Gregory has held previous roles with FSC Securities Corporation, Advantage Capital Corporation, American General Securities Incorporated, California-Western States Life Insurance Company, Cal-Western Securities Co., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Gregory's expertise spans various areas, including retirement planning, investment management, and estate 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
NV
11/03/2023 - Present
Osaic Wealth, Inc. (Henderson NV)
NV
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (Henderson NV)
OR
08/01/1980 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (PORTLAND OR)
NA
03/01/1985 - 02/24/1986
AMERICAN GENERAL SECURITIES INCORPORATED
NA
12/18/1975 - 04/18/1985
CALIFORNIA-WESTERN STATES LIFE INSURANCE COMPANY
NA
12/18/1975 - 03/01/1985
CAL-WESTERN SECURITIES CO.
NA
05/19/1971 - 03/18/1976
JOHN HANCOCK DISTRIBUTORS, INC.
NA
05/19/1971 - 03/18/1976
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 12/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities 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 05/14/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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