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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sorce is a financial advisor with Hbks Wealth Advisors. Gregory is based in Erie, Pennsylvania and has been working in the industry since 1982. Gregory is licensed to provide investment advice in California, Florida, Ohio, Pennsylvania and Texas. Gregory has earned the Certified Financial Planner designation.
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.
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
PA
05/10/2004 - Present
Hbks Wealth Advisors (ERIE PA)
PA
01/02/2009 - 01/21/2021
PURSHE KAPLAN STERLING INVESTMENTS (Warrendale PA)
PA
09/27/2005 - 01/05/2009
SECURITIES AMERICA, INC. (ERIE PA)
OH
08/08/2001 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
01/06/1995 - 08/10/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
10/26/1982 - 01/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/26/1982 - 01/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/26/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 03/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2022
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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