Unclaimed
Gregory Pajak is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with IC Advisory Services, Inc. Previously, Gregory was registered with National Planning Corporation, MetLife Securities, Inc., Metropolitan Life Insurance Company, and Seaboard Securities, Inc. Gregory holds Series 63, 24, SIE, and 7 licenses. Gregory is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
1
2
NY
10/21/2021 - Present
IC Advisory Services, Inc. (SAINT JAMES NY)
NY
06/30/2016 - 10/10/2017
NATIONAL PLANNING CORPORATION (Islandia NY)
NY
04/10/2003 - 06/30/2016
METLIFE SECURITIES, INC (HAUPPAUGE NY)
NY
04/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HAUPPAUGE NY)
NJ
10/27/2000 - 02/28/2001
SEABOARD SECURITIES, INC. (FLORHAM PARK NJ)
BC
Issued 11/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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