Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gregg is a financial advisor with over 40 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc., and has held previous positions with The Lincoln National Life Insurance Company and CIGNA Financial Advisors, Inc. Michael is licensed to offer financial and investment advice in California, Nevada, North Carolina and Oregon.
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
NV
01/24/2025 - Present
Osaic Wealth, Inc. (RENO NV)
IN
11/23/2001 - 05/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
11/28/1979 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 11/20/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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