Gregory M. Wodark
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory Martin Wodark, who also goes by Greg Wodark, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 1986. Gregory had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 3, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 13, 2020 - December 31, 2021
AN IDEAL LIFE FINANCIAL PLANNING, LLC
April 2, 2013 - September 16, 2020
WELLS FARGO CLEARING SERVICES, LLC
March 28, 2013 - September 16, 2020
WELLS FARGO CLEARING SERVICES, LLC
May 28, 2002 - April 15, 2013
RBC CAPITAL MARKETS, LLC
March 9, 2002 - April 15, 2013
RBC CAPITAL MARKETS, LLC
June 2, 1992 - March 9, 2002
SUTRO & CO. INCORPORATED
April 10, 1986 - June 1, 1992
LEHMAN BROTHERS INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 8
Date: 1/28/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
AN IDEAL LIFE FINANCIAL PLANNING, LLC
CRD#: 311316 / SEC#: 801-119791
Contact information
Red Flags
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