Gregory Obrien, financial advisor Rosemont IL
93 score

Gregory Obrien

CRD Number: 1206556
Current Firm: Mutual Of Omaha Investor Services, Inc.

Gregory Obrien (CRD# 1206556) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Rosemont, IL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Of Omaha Tinley Park, IL Jan 2008 - Current 8
The O.n. Equity Sales Company Cincinnati, OH Feb 2005 - Jan 2008 2
Ohio National Financial Services Cincinnati, OH Dec 2004 - Jan 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Apr 1999
Contact Info for Gregory J. Obrien
Phone Number: 402-351-5770
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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