Unclaimed
Gregory Kuras is a financial advisor with over 30 years of experience in the industry. Gregory is registered with Osaic Advisory Services, LLC and has experience in portfolio management for both businesses and individuals, as well as providing financial planning and pension consulting services. Gregory is registered in 19 states and has a strong track record of success in helping clients achieve their financial goals. Gregory is committed to providing personalized financial advice and guidance to help his clients make informed decisions about their financial future.
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
10/12/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
NJ
08/06/2002 - 05/23/2005
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
NJ
08/31/2001 - 08/07/2002
TFS SECURITIES, INC. (LINCROFT NJ)
NY
01/11/1999 - 09/17/2001
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
10/08/1998 - 12/22/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
TX
08/07/1996 - 08/31/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
OH
05/17/1991 - 12/20/1991
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
MA
03/22/1988 - 02/28/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/17/1985 - 01/23/1988
W. S. GRIFFITH & CO., INC.
BOTH
Issued 10/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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