Greg Margevicius

Senior Associate at Benefit Planning, Inc. Financial Services for Federal Employees
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Contact Information
us****@****om
(386) 825-5501

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Credentials

  • Series 66 - Uniform Combined State Law
    FINRA
    Oct, 2020
    - Nov, 2024
  • Registered Representative (Series 7)
    FINRA
    Aug, 2020
    - Nov, 2024
  • Ohio Notary Public
    -
    Jan, 2018
    - Nov, 2024
  • Ohio Health Insurance License
    Ohio Department of Insurance
    Mar, 2019
    - Nov, 2024
  • Ohio Life Insurance License
    Ohio Department of Insurance
    Jan, 2018
    - Nov, 2024

Experience

  • Benefit Planning, Inc. Financial Services for Federal Employees
    • Financial Services
    • 1 - 100 Employee
    • Senior Associate
      • Jul 2020 - Present

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  • Ohio Wesleyan University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Resident Assistant
      • Aug 2017 - May 2020

  • Skylight Financial Group
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Intern
      • May 2019 - Aug 2019

  • Ohio Wesleyan University
    • United States
    • Higher Education
    • 500 - 600 Employee
    • Student Development Officer
      • Aug 2016 - Apr 2017

Education

  • Ohio Wesleyan University
    2016 - 2020

Community

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