Unclaimed
Gregory Drew has over 40 years of experience in the financial services industry. Gregory is currently a Registered Representative and Investment Advisor Representative at Osaic Wealth, Inc. Gregory specializes in providing financial planning and investment advice to individuals, families, and businesses. Gregory is dedicated to helping clients achieve their financial goals and has a proven track record of success. Gregory is registered with FINRA and holds Series 1, 6, 63, 22, and SIE licenses. Gregory is also registered in multiple states, including California, Connecticut, Florida, Georgia, Maine, Massachusetts, Nevada, and South Carolina.
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.
1
2
GA
11/02/2018 - Present
Osaic Wealth, Inc. (ALPHARETTA GA)
GA
07/29/1998 - 11/02/2018
SIGNATOR INVESTORS, INC. (ALPHARETTA GA)
MA
05/16/1979 - 05/27/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/16/1979 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 07/10/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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