Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Joseph Ochalek is a financial advisor based in Maitland, Florida. Gregory has been in the financial services industry since 1986, holding Series 7 and 63 licenses. Gregory currently works with Cbiz Financial Solutions, Inc. and specializes in providing financial advice to pension plans, corporations, and other businesses.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
1
2
FL
04/01/2016 - Present
Cbiz Financial Solutions, Inc. (MAITLAND FL)
OH
05/30/2012 - 04/07/2016
SIGNATOR INVESTORS, INC. (HUDSON OH)
OH
01/06/2010 - 06/12/2012
AXA ADVISORS, LLC (CLEVELAND OH)
NY
02/21/2008 - 12/31/2008
AON SECURITIES CORPORATION (NEW YORK NY)
CA
01/23/2004 - 01/24/2008
RETIREMENT CAPITAL GROUP SECURITIES, INC. (SAN DIEGO CA)
NC
05/22/2001 - 11/10/2003
CLARK SECURITIES, INC. (GREENSBORO NC)
FL
08/28/1996 - 05/22/2001
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
MA
03/01/1996 - 09/03/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/26/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
VT
05/10/1991 - 03/11/1993
EQUITY SERVICES, INC. (MONTPELIER VT)
MA
04/26/1989 - 12/21/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/26/1989 - 12/21/1989
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
03/17/1988 - 04/17/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/17/1988 - 04/17/1989
IDS LIFE INSURANCE COMPANY
NA
01/20/1986 - 03/26/1988
SHEARSON LEHMAN HUTTON INC.
NA
05/29/1985 - 01/02/1986
WINTHROP SECURITIES CO., INC.
NA
09/23/1983 - 05/31/1985
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 05/05/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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