Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Merkle has been in the financial services industry since February 1989 and is currently registered with Osaic Wealth, Inc. Gregory is a licensed ordained minister and is active in the community. Gregory provides financial planning, investment advisory, and insurance services to individuals, businesses, and charitable organizations.
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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2
NY
11/03/2023 - Present
Osaic Wealth, Inc. (ORCHARD PARK NY)
NY
02/27/2009 - 11/03/2023
FSC SECURITIES CORPORATION (ORCHARD PARK NY)
NY
02/23/1995 - 02/27/2009
ADVANTAGE CAPITAL CORPORATION (WILLIAMSVILLE NY)
NY
10/24/1989 - 03/02/1995
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
08/25/1989 - 10/18/1989
B C FINANCIAL CORPORATION
NY
06/01/1989 - 09/13/1989
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
02/14/1989 - 06/03/1989
ANDREW ALEN SECURITIES, INC.
BC
Issued 04/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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