Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory John Hannah

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory John Hannah

Gregory John Hannah is a financial advisor with Osaic Wealth, Inc. Gregory has been in the financial industry since 1995. Gregory has Series 6, 7, and 63 registrations, and the SIE exam. Gregory also is a registered investment advisor representative. Gregory John Hannah has experience in financial planning, pension consulting, and providing educational seminars. Gregory John Hannah has worked previously at Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Gregory is licensed to provide financial services in California, Florida, Maine, Nevada, and Ohio.

Firm Information

Gregory Hannah is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Hannah’s Registration & Firm History

CA

11/02/2018 - Present

Osaic Wealth, Inc. (OAKLAND CA)

CA

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (OAKLAND CA)

CA

08/31/2000 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (OAKLAND CA)

AZ

04/07/1997 - 09/08/2000

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

AZ

04/27/1995 - 02/28/1997

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

Not sure if Gregory John Hannah is right for you?

Licenses & Designations

BC

Issued 02/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/1996

Series 7 - General Securities Representative Examination

BC

Issued 04/26/1995

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 John Hannah.
Not sure if Gregory John Hannah is right for you?