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Gregory Francis Ohara

Loomis Sayles Distributors, LP

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About Gregory Francis Ohara

Gregory Francis Ohara is a financial advisor who has been working in the industry since 2003. Gregory is registered with Loomis Sayles Distributors, LP. Gregory is registered with the state securities regulators of Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, and Wyoming. Gregory holds the following licenses: Series 3, Series 7, Series 63 and SIE.

Firm Information

Gregory Ohara is currently registered with Loomis Sayles Distributors, LP. Loomis Sayles Distributors, LP is a Partnership formed in July 1996. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

73

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregory Ohara’s Registration & Firm History

CA

02/26/2003 - Present

Loomis Sayles Distributors, LP (Orinda CA)

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Licenses & Designations

BC

Issued 01/02/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2005

Series 3 - National Commodity Futures Examination

BC

Issued 02/25/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Francis Ohara.
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