Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Michael Williams is an active investment advisor representative with Osaic Wealth, Inc. Gregory has been in the industry since February 19, 2002 and has a total of 12 approved state registrations. Gregory previously worked for Securities America, Inc. and Securities Service Network, LLC. Gregory has passed the Series 66, Series 24, SIE, and Series 7 exams. Gregory holds a designation as a President of Prospect Physician Enterprise. Gregory is licensed in 13 states and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for 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.
1
2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (TOLLAND CT)
CT
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (TOLLAND CT)
CT
02/27/2006 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (TOLLAND CT)
MA
01/31/2004 - 02/27/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
10/16/2002 - 10/29/2003
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
11/19/2001 - 10/29/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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