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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Scheider is an investment advisor representative with Osaic Wealth, Inc. based in South Barrington, Illinois. Gregory has been in the industry since September 11, 2006, and has been registered with Osaic Wealth, Inc. since August 23, 2024. Gregory has a wide range of experience, having previously worked for firms such as TRIAD ADVISORS LLC, LPL FINANCIAL LLC, and ASSOCIATED SECURITIES CORP. The advisor holds Series 6, Series 63, and SIE licenses. Gregory offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Osaic Wealth, Inc. has approximately 437,201 total accounts and $94.56 billion in assets under management.
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.
1
2
IL
08/23/2024 - Present
Osaic Wealth, Inc. (South Barrington IL)
IL
08/30/2019 - 08/23/2024
TRIAD ADVISORS LLC (South Barrington IL)
IL
09/08/2009 - 09/18/2019
LPL FINANCIAL LLC (SOUTH BARRINGTON IL)
IL
09/12/2006 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SOUTH BARRINGTON IL)
BC
Issued 05/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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