Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Emil Britsch is a financial advisor with Osaic Wealth, Inc. in Oak Creek, WI. Gregory has been in the financial industry since 1998 and holds FINRA Series 6, 7, 63, 66 and SIE licenses. Gregory has previously worked with SECURITIES AMERICA, INC., FINTEGRA, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, U.S. BANCORP INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, UBS PAINEWEBBER INC., STRONG INVESTMENTS, INC. and LISS FINANCIAL SERVICES. Gregory provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Gregory also works with clients in Arizona, Colorado, Florida, Illinois, Indiana, Minnesota, Nevada, New Mexico, Ohio, Virginia, West Virginia, and Wisconsin.
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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WI
01/01/2025 - Present
Osaic Wealth, Inc. (Oak Creek WI)
WI
09/10/2015 - 06/14/2024
SECURITIES AMERICA, INC. (Oak Creek WI)
WI
03/23/2009 - 09/10/2015
FINTEGRA, LLC (HALES CORNERS WI)
WI
07/25/2007 - 03/20/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (HALES CORNERS WI)
WI
09/26/2005 - 07/03/2007
U.S. BANCORP INVESTMENTS, INC. (DELAFIELD WI)
IL
07/06/2005 - 09/09/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
06/20/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
05/29/2001 - 05/06/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
WI
07/19/2000 - 04/27/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
03/07/1996 - 01/13/1998
LISS FINANCIAL SERVICES (MILWAUKEE WI)
PA
01/21/1994 - 04/06/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
WI
10/01/1993 - 10/30/1993
EQUABLE SECURITIES CORPORATION (MILWAUKEE WI)
BOTH
Issued 07/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law 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 07/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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