Unclaimed
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.
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.
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.
1
2
CA
02/26/2003 - Present
Loomis Sayles Distributors, LP (Orinda CA)
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
Active
Inactive
F
FINRA
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