Unclaimed
Gregory Altenau is a financial advisor with over 40 years of experience in the financial services industry. He is registered with the state of Ohio as a Registered Investment Advisor and Registered Representative. He also has licenses in several other states including Alabama, Arizona, California, and Texas. Gregory has a strong background in providing financial planning services to individuals, families, and businesses. Gregory has a specialization in Financial planning, Pension consulting and Selection of Other Advisors. He is affiliated with Hornor, Townsend & Kent, LLC where he provides portfolio management services for individuals and businesses.
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.
Trail commissions, distribution assistance fees
1
2
OH
04/20/2022 - Present
Hornor, Townsend & Kent, LLC (CINCINNATI OH)
BC
Issued 07/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/09/1995
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/18/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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