Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jasick is an investment advisor representative at SPC. Gregory has been in the financial services industry since 2003 and is registered in Michigan. Gregory is also a licensed insurance agent with Jasick and Associates, LLC. Gregory has a variety of experience working for different firms including HBW Securities LLC, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., Sigma Financial Corporation, and Sigma Planning Corporation. He has also passed the Series 63, Series 65, and Series 6 exams, as well as the SIE exam.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
01/06/2015 - Present
SPC (GRAND RAPIDS MI)
MI
01/02/2015 - 12/31/2022
SIGMA FINANCIAL CORPORATION (Grand Rapids MI)
MI
01/30/2006 - 12/31/2014
HBW SECURITIES LLC (GRAND RAPIDS MI)
AZ
02/05/2004 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
GA
05/02/2003 - 08/22/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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