Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Robert Rochte is a financial advisor with over 30 years of experience in the industry. Gregory is registered to provide investment advice in 27 states. Gregory works with World Investment Advisors, LLC which specializes in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. The firm also provides financial planning, pension consulting, and educational seminars to its clients. Gregory is committed to providing his clients with personalized financial advice and guidance. Before joining World Investment Advisors, LLC, Gregory was employed by WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Gregory also has prior employment with SAGEPOINT FINANCIAL, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., LINCOLN FINANCIAL ADVISORS CORPORATION, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN NATIONAL PENSION INSURANCE COMPANY, and FIDELITY EQUITY SERVICES CORPORATION.
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
OH
02/14/2025 - Present
World Investment Advisors, LLC (Columbus OH)
OH
02/10/2009 - 01/21/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUBLIN OH)
OH
04/28/2006 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (DUBLIN OH)
OH
05/22/2001 - 05/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DUBLIN OH)
IN
10/06/1987 - 05/24/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/06/1987 - 05/24/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
10/06/1987 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/01/1987 - 11/25/1987
FIDELITY EQUITY SERVICES CORPORATION
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/1991
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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