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Gregory James Pozar

Stonex Advisors Inc.

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About Gregory James Pozar

Gregory James Pozar is an investment advisor representative with Stonex Advisors Inc., where Gregory has been employed since January 2015. Gregory is also a registered representative and holds a Series 6 license. Before joining Stonex, Gregory worked for WRP INVESTMENTS, INC. from January 1998 to September 2014. Gregory also worked for VESTAX SECURITIES CORPORATION from January 1996 to January 1998. Gregory is registered in Ohio and Florida for securities and in Ohio for Investment Advisor activities. Stonex Advisors Inc. is a registered investment advisor with offices in Alabama and Ohio.

Firm Information

Gregory Pozar is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Pozar’s Registration & Firm History

OH

01/30/2015 - Present

Stonex Advisors Inc. (Garfield Heights OH)

OH

01/22/1998 - 09/12/2014

WRP INVESTMENTS, INC. (GARFIELD HEIGHTS OH)

OH

01/31/1996 - 01/12/1998

VESTAX SECURITIES CORPORATION (HUDSON OH)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Gregory James Pozar. Review regulatory record here.
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