Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Orenic is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Fidelity Personal And Workplace Advisors, and is a registered investment advisor representative in both Florida and Texas. Previously, Gregory was a financial advisor with Benjamin F. Edwards & Company, Inc., First Command Financial Planning, Inc., Calton & Associates, Inc., and Charles Schwab & Co., Inc. Gregory holds Series 7, 8, 24, 63, and 66 securities licenses. Gregory has worked with a wide range of clients, including individuals, families, 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.
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
FL
01/14/2022 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
FL
06/26/2019 - 08/18/2021
BENJAMIN F. EDWARDS & COMPANY, INC. (Sarasota FL)
FL
09/26/2017 - 01/18/2018
FIRST COMMAND FINANCIAL PLANNING, INC. (Sarasota FL)
FL
08/10/2010 - 06/27/2011
CALTON & ASSOCIATES, INC. (SARASOTA FL)
FL
07/20/1992 - 04/16/2009
CHARLES SCHWAB & CO., INC. (SARASOTA FL)
FL
04/03/1992 - 07/07/1992
CALTON & ASSOCIATES, INC. (TAMPA FL)
NA
11/29/1989 - 08/02/1991
GRIFFIN FINANCIAL SERVICES
NJ
07/12/1989 - 10/09/1989
J. B. HANAUER & CO. (PARSIPPANY NJ)
NA
07/16/1987 - 04/27/1989
PROFILE INVESTMENTS CORPORATION
NA
04/23/1987 - 08/08/1987
FIRST FIDELITY CAPITAL CORP.
NA
12/05/1986 - 04/23/1987
MONVEST SECURITIES, INC.
NA
05/22/1986 - 06/10/1986
THE STUART-JAMES COMPANY, INC.
BOTH
Issued 12/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/06/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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