Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kalosieh is a financial advisor with Osaic Wealth, Inc., located in Knoxville, TN. Gregory has been in the financial industry since 2007 and has experience working with a variety of clients including individuals, corporations, and charitable organizations. He is a Registered Representative and Investment Advisor Representative in Tennessee. Gregory's professional experience includes positions with Triad Advisors LLC, Securities America, Inc., and Securities Service Network, LLC.
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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TN
01/01/2025 - Present
Osaic Wealth, Inc. (KNOXVILLE TN)
GA
02/01/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
TN
09/22/2020 - 06/14/2024
SECURITIES AMERICA, INC. (KNOXVILLE TN)
TN
08/09/2013 - 11/23/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
NJ
05/04/2006 - 06/19/2012
PERSHING LLC (JERSEY CITY NJ)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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