Unclaimed
Gregory Hovanic is a financial advisor with over 30 years of experience in the industry. Gregory currently works at Stonex Advisors Inc. Gregory has held previous roles at WRP Investments, Inc., Keogler, Morgan & Company, Inc., H.D. Vest Investment Securities, Inc. and The O.N. Equity Sales Company. Gregory is licensed in Florida and Ohio and specializes in financial planning, portfolio management, and pension consulting.
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.
Financial consulting 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.
1
2
AL
01/30/2015 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
01/27/1997 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
GA
10/14/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
TX
01/03/1994 - 10/10/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
OH
07/12/1991 - 01/13/1994
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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