Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Quick is a financial advisor who has been in the industry since 2006. Gregory has experience working for several firms, including Morgan Keegan & Company, Inc. and Fifth Third Securities, Inc., before joining Oneamerica Securities, Inc. in 2011. He currently holds the Series 6, Series 63, and SIE licenses. Gregory is registered in Indiana and specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.
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
IN
12/09/2011 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
TN
01/23/2009 - 12/31/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IN
01/24/2007 - 12/12/2008
FIFTH THIRD SECURITIES, INC. (INDIANAPOLIS IN)
IN
07/25/2006 - 11/10/2006
SIGNATOR INVESTORS, INC. (INDIANAPOLIS IN)
BC
Issued 08/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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