Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Knisely is a financial advisor with over 14 years of experience in the financial services industry. Gregory has been registered with the Securities and Exchange Commission (SEC) since 2010 and holds several industry licenses and certifications, including Series 7 and 66. Gregory is currently registered with Osaic Wealth, Inc., and has been with the firm since 2024. Prior to joining Osaic Wealth, Inc., Gregory was with AXA Advisors, LLC. Gregory has experience in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Gregory specializes in providing financial advice to high-net-worth individuals and families, charitable organizations, and businesses. Gregory is committed to helping his clients achieve their financial goals and has a proven track record of success.
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
PA
10/18/2024 - Present
Osaic Wealth, Inc. (Lancaster PA)
PA
01/20/2010 - 05/26/2015
AXA ADVISORS, LLC (LANCASTER PA)
BOTH
Issued 02/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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