Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Karanzalis is a financial advisor in Annapolis, Maryland, with over 10 years of experience in the industry. Gregory is registered with the state of Maryland and currently works with Mariner Independent. Previously, Gregory was employed with VALIC FINANCIAL ADVISORS, INC. Gregory has a Series 7, Series 66, and SIE license and specializes in portfolio management for businesses and individuals, financial planning, and pension consulting.
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.
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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MD
03/13/2024 - Present
Mariner Independent (Annapolis MD)
MD
11/07/2012 - 02/14/2023
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM HEIGHTS MD)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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