Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Greco is a financial advisor with over 45 years of experience in the industry. Samuel is currently registered with Osaic Wealth, Inc. and has experience with a variety of financial products and services. Samuel is a registered representative in 41 states and a registered investment advisor in 8 states. Samuel has held previous positions with SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Samuel also has experience as a landlord and as a member of a condo association board.
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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WI
09/01/2023 - Present
Osaic Wealth, Inc. (MADISON WI)
WI
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MADISON WI)
WI
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MIDDLETON WI)
TX
02/01/1977 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2014
Series 24 - General Securities Principal Examination
BC
Issued 06/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal 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 08/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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