Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Phillip Guluzian is a financial advisor with Principal Securities, Inc. Gregory is based in Avon Lake, OH and has been in the industry since 2010. Gregory is registered with the Securities and Exchange Commission and holds Series 6, 7, and 63 licenses. Gregory also has a SIE exam. Gregory provides a wide range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory is also a licensed insurance agent.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
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2
OH
07/17/2024 - Present
Principal Securities, Inc. (Avon Lake OH)
OH
07/12/2010 - 09/13/2013
THE HUNTINGTON INVESTMENT COMPANY (WEST JEFFERSON OH)
BC
Issued 09/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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