Unclaimed
Gregory Aynesworth is an investment advisor representative with Osaic Advisory Services, LLC. Gregory has been in the financial services industry since 1993 and has held previous positions with Securities America, Inc., Foothill Securities, Inc., Richard A. Saso & Associates-Investment Securities, Round Hill Securities, Inc., Royal Alliance Associates, Inc., Hartford Equity Sales Company Inc. and MetLife Securities Inc. Gregory is a CERTIFIED FINANCIAL PLANNER™ professional.
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
GA
02/19/2025 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CA
12/08/2016 - 06/14/2024
SECURITIES AMERICA, INC. (SAN RAMON CA)
CA
01/02/2004 - 12/08/2016
FOOTHILL SECURITIES, INC. (SAN RAMON CA)
CA
11/03/1998 - 01/23/2004
RICHARD A. SASO & ASSOCIATES-INVESTMENT SECURITIES (SAN RAMON CA)
CA
10/07/1997 - 10/07/1998
ROUND HILL SECURITIES, INC. (ALAMO CA)
AZ
06/28/1995 - 09/26/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CT
06/24/1994 - 06/28/1995
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
03/02/1993 - 05/24/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/02/1993 - 05/24/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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