Gregory A. Saurenman
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 Allen Saurenman, who also goes by Gregory Saurenman, Greg Saurenman, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2004. Gregory had worked at 11 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 8, 2025 - December 31, 2025
MISSION ADVISORY GROUP
February 4, 2021 - December 31, 2024
MISSION ADVISORY GROUP
November 30, 2017 - December 9, 2020
ISC ADVISORS, INC.
August 3, 2017 - December 9, 2020
INSTITUTIONAL SECURITIES CORPORATION
June 15, 2015 - April 28, 2017
CALAMOS FINANCIAL SERVICES LLC
July 22, 2013 - May 27, 2015
PALMETTO ADVISORY GROUP, LLC
May 11, 2011 - August 17, 2012
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
March 6, 2006 - March 22, 2011
JANUS HENDERSON DISTRIBUTORS US LLC
January 12, 2006 - February 21, 2006
J.P. MORGAN INVESTMENT MANAGEMENT INC.
February 7, 2005 - December 31, 2005
JPMORGAN ASSET MANAGEMENT
February 3, 2005 - February 21, 2006
JPMORGAN DISTRIBUTION SERVICES, INC.
July 13, 2004 - February 2, 2005
MORGAN STANLEY DW INC.
June 23, 2004 - February 2, 2005
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Current Firm
MISSION ADVISORY GROUP
CRD#: 312055 / SEC#:
Contact information
Red Flags
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