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Gregory Gerald Potamis

Pacific Select Distributors, LLC

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About Gregory Gerald Potamis

Gregory Gerald Potamis is a financial professional with over 20 years of experience in the industry. Gregory is currently registered with Pacific Select Distributors, LLC and has prior experience with firms such as SAMMONS FINANCIAL NETWORK, LLC, TRANSAMERICA CAPITAL, INC., GUARDIAN INVESTOR SERVICES LLC, MML DISTRIBUTORS, LLC, PLANCO FINANCIAL SERVICES, INC. and HARTFORD EQUITY SALES COMPANY INC. Gregory is a Series 6, Series 63, and Series 65 licensed professional. Gregory has a strong track record of providing investment advice and financial planning services to clients.

Firm Information

Gregory Potamis is currently registered with Pacific Select Distributors, LLC. Pacific Select Distributors, LLC is a Limited Liability Company formed in 2015 and is registered to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

490

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 Potamis’s Registration & Firm History

CA

04/08/2017 - Present

Pacific Select Distributors, LLC (NEWPORT BEACH CA)

IA

02/03/2012 - 03/20/2017

SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)

CO

10/24/2007 - 11/18/2011

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

10/28/2005 - 10/12/2007

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

MA

01/27/2004 - 11/04/2005

MML DISTRIBUTORS, LLC (SPRINGFIELD MA)

CT

06/11/2003 - 01/05/2004

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

CT

05/17/2002 - 06/09/2003

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

CT

12/14/1998 - 05/03/2002

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

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Licenses & Designations

BC

Issued 02/16/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Gerald Potamis.
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