Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Theodore Barkauskas is a financial advisor with Truist Advisory Services, Inc. Gregory has been in the financial industry for over 30 years and has a wide range of experience. Gregory holds the Series 6, 7, 24, 63, and 65 licenses. Gregory also holds the Certified Financial Planner designation. Gregory provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Gregory is committed to providing personalized advice and helping clients achieve their financial goals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (NAPLES FL)
FL
02/25/2005 - 10/04/2012
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
WI
11/26/2002 - 02/28/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
12/05/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
04/20/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
WI
02/11/2000 - 04/25/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
03/27/1998 - 05/03/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/07/1995 - 04/09/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/10/1994 - 01/24/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NJ
03/25/1991 - 07/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/25/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
11/05/1986 - 12/22/1987
MKI SECURITIES CORP.
IA
Issued 8/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 3/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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