Gregory Wozniak, financial advisor Sanford FL
88 score

Gregory Wozniak

CRD 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.

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Company Name Location Dates Years
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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
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Gregory A. Wozniak
Phone Number: 813-341-0960
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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