Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Stephen Wastek is a financial advisor with over 20 years of experience in the industry. He joined Osaic Wealth, Inc. in September 2023 and has been a licensed financial advisor since June 1997. Previously, Gregory was employed by SAGEPOINT FINANCIAL, INC. in Scottsdale, Arizona and ING FUNDS DISTRIBUTOR, LLC in Scottsdale, Arizona. Gregory’s areas of specialization include retirement planning, investment planning, and college savings. He holds Series 6, Series 26, and Series 63 licenses and has a deep understanding of investment products and services. He is committed to providing personalized financial advice and guidance to his clients.
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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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
08/23/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/11/2004 - 02/16/2010
ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)
OH
08/09/2000 - 08/03/2004
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
TX
10/03/1997 - 10/05/1999
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
07/07/1997 - 10/14/1997
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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