Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sivaslian is a financial advisor currently registered with Osaic Wealth, Inc. Gregory is a seasoned professional with over 40 years of experience in the industry. Gregory holds a Series 63, Series 8, SIE and Series 7 license and is registered in 9 states: Arizona, California, Colorado, Hawaii, Mississippi, New Mexico, Oregon, and Texas.
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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CA
06/14/2024 - Present
Osaic Wealth, Inc. (MONTE SERENO CA)
CA
07/02/2007 - 06/14/2024
SECURITIES AMERICA, INC. (MONTE SERENO CA)
CA
02/27/2007 - 07/02/2007
BROOKSTREET SECURITIES CORPORATION (LOS GATOS CA)
CA
04/18/1995 - 03/02/2007
SECURITIES AMERICA, INC. (LOS GATOS CA)
MA
02/12/1993 - 04/19/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/12/1993 - 04/19/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NA
01/03/1992 - 01/20/1993
SOARES FINANCIAL GROUP, INC.
NY
03/23/1990 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
06/04/1987 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
08/24/1983 - 05/20/1987
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
NA
10/17/1983 - 05/19/1987
MML INVESTORS SERVICES, INC.
BC
Issued 07/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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