Gregory WozniakCRD Number: 6293613
Current Firm: Independent Financial Partners
Gregory Wozniak (CRD# 6293613) is an Investment Advisor Representative working at Independent Financial Partners in Sanford, FL and has over 3 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
Strategic Advisers, Inc.
Global Financial Private Capital, LLC
|Lpl Financial LLC||Tampa, FL||Jul 2014 - Current||3|
|Anchor Wealth Management LLC||Longwood, FL||Mar 2014 - Current||4|
|Publix||Dr Phillips, FL||Dec 2013 - Mar 2014||< 1|
|Us Navy||Great Lakes, IL||Apr 2013 - Nov 2013||< 1|
|Flowerbomb Landscaping||Winter Garden, FL||Aug 2012 - Apr 2013||< 1|
|Unemployed||Winter Garden, FL||Mar 2012 - Aug 2012||< 1|
|International Culinary Center||New York, NY||May 2010 - Mar 2012||1|
|Verve Restaurant||Somerville, NJ||Jul 2009 - May 2010||< 1|
|Lu~sea||Spring Lake, NJ||May 2009 - Jul 2009||< 1|
|Hyatt Hotel Corp||New Brunswick, NJ||Jul 2008 - May 2009||< 1|
|Chiffafa House||Mendham, NJ||May 2007 - Jul 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management5,298MILLIONS
Total Number of Accounts30,260ACCOUNTS
Average Account Value$175,078
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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