Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you K.? Claim Your ProfileK. Gregg Smith is an investment advisor representative with Osaic Wealth, Inc., located in Sacramento, CA. K. Gregg Smith has been in the securities industry for over 40 years. K. Gregg Smith is registered with the state of California and Texas and has experience in investment advisory services, tax preparation, tax planning, life and disability insurance analysis and sales. K. Gregg Smith also owns rental property in Sacramento, California.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
01/06/1995 - 06/14/2024
SECURITIES AMERICA, INC. (SACRAMENTO CA)
GA
12/22/1992 - 12/31/1994
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
07/01/1986 - 12/31/1992
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
12/18/1984 - 07/03/1986
FSC SECURITIES CORPORATION
NA
11/09/1983 - 12/26/1984
MANEQUITY, INC.
NA
10/20/1982 - 11/04/1983
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 06/20/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1983
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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