Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Barkauskas is a financial advisor at Truist Advisory Services, Inc. with over 30 years of experience in the industry. Gregory has a Series 6, 7, 24, 63 and 65 licenses. Gregory also holds the Certified Financial Planner designation. In addition to Gregory's experience with Truist Advisory Services, Inc., Gregory has also previously worked for Fifth Third Securities, Inc., Invest Financial Corporation, Futureshare Financial LLC, Conseco Securities, Inc., The Dreyfus Service Corporation, Scudder Investor Services, Inc., Sun Investment Services Company, Pruco Securities Corporation, The Prudential Insurance Company of America, and MKI Securities Corp.. Gregory is registered with the Securities and Exchange Commission (SEC) and holds a valid FINRA registration.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (NAPLES FL)
FL
02/25/2005 - 10/04/2012
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
WI
11/26/2002 - 02/28/2005
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
12/05/2001 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
IN
04/20/2001 - 12/05/2001
CONSECO SECURITIES, INC. (CARMEL IN)
WI
02/11/2000 - 04/25/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
03/27/1998 - 05/03/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NY
02/07/1995 - 04/09/1998
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/10/1994 - 01/24/1995
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NJ
03/25/1991 - 07/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/25/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
11/05/1986 - 12/22/1987
MKI SECURITIES CORP.
IA
Issued 08/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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