Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory McBride is a financial advisor who has been in the industry since September 29, 2014. Gregory is currently registered with Oneamerica Securities, Inc. in Alabama, Arizona, Florida, Georgia, Maryland, and Texas. He is also registered as an investment advisor representative in those states. Previously, Gregory was affiliated with Park Avenue Securities LLC in Pensacola, Florida. Gregory holds Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Gregory specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
10/13/2022 - Present
Oneamerica Securities, Inc. (CANTONMENT FL)
FL
05/01/2014 - 09/23/2015
PARK AVENUE SECURITIES LLC (PENSACOLA FL)
IA
Issued 01/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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