Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gendron is an investment advisor representative with Osaic Wealth, Inc.. Gregory has been in the financial services industry for over 30 years and has a broad range of experience in financial planning, portfolio management, and supervision. Gregory has a Series 3, 4, 7, 8, 9, 10, 24, 52, 53, 63, and 65 licenses and is a FINRA Industry Arbitrator. Gregory is a registered investment advisor in both California and Ohio. Gregory works with individual investors, families, businesses, pension plans, and charitable organizations. Gregory is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
OH
06/13/2019 - Present
Osaic Wealth, Inc. (BRYAN OH)
MA
05/13/2016 - 11/21/2017
SIGNATOR INVESTORS, INC. (BOSTON MA)
OH
03/05/2001 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BRYAN OH)
CA
03/09/2005 - 03/08/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
OH
12/13/1996 - 02/23/2001
SKY INVESTMENTS, INC. (BRYAN OH)
MI
01/16/1995 - 12/13/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
MI
05/06/1992 - 10/21/1994
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
NA
08/18/1987 - 04/12/1988
FIRST OF MICHIGAN CORPORATION
IA
Issued 08/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/31/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/02/1993
Series 4 - Registered Options Principal Examination
BC
Issued 03/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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