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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 Michael Seigel is a financial advisor with over 30 years of experience. Gregory has worked with firms like Sagepoint Financial, Inc., SunAmerica Securities, Inc., Tradeway Securities Group, Inc. and Prime Pacific Financial Corporation before joining Osaic Wealth, Inc. in 2023. Gregory is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory offers various advisory services such as financial planning, pension consulting, educational seminars, selection of other advisers 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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (TARZANA CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TARZANA CA)
AZ
01/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
07/03/1995 - 10/23/2002
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
CA
07/19/1994 - 07/18/1995
PRIME PACIFIC FINANCIAL CORPORATION (IRVINE CA)
CA
01/12/1993 - 11/22/1993
TRADEWAY SECURITIES GROUP, INC. (CARLSBAD CA)
BOTH
Issued 01/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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