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GREG RAYMOND BLUNK
CRD#: 3270388
IA
B
OSAIC WEALTH, INC.CRD#: 23131 11711 N. MERIDIAN STREET
SUITE 110
CARMEL, IN 46032
SUITE 110
CARMEL, IN 46032
0
Disclosures
24
Years of Experience
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State Registrations
B
Connecticut 2/12/2019
B
Indiana 11/2/2018
B
Florida 11/2/2018
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Indiana 12/22/2021
B
Georgia 11/2/2018
B
Kentucky 11/2/2018
B
Hawaii 11/2/2018
B
Michigan 7/7/2020
B
Illinois 11/2/2018
B
Missouri 2/12/2019
SRO Registrations
B
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Registered with this firm since 12/22/2021
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Registered with this firm since 11/2/2018
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 05/13/2016 - 11/02/2018 | CARMEL, IN | |
B | 08/01/2003 - 05/13/2016 | CARMEL, IN | |
B | 11/17/1999 - 10/29/2002 | FORT WAYNE, IN |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.