Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gregg is a financial advisor with J.p. Morgan Securities LLC. Brian Gregg has been in the financial industry since 2002. Brian Gregg has a Series 7 and Series 63 license. Brian Gregg is registered in multiple states. Brian Gregg has been registered with J.p. Morgan Securities LLC since 2012.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
WI
10/01/2012 - Present
J.p. Morgan Securities LLC (BRISTOL WI)
WI
08/03/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRISTOL WI)
IL
07/01/2010 - 08/07/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (BUFFALO GROVE IL)
IL
01/12/2009 - 09/30/2010
AMCORE INVESTMENT SERVICES, INC (WOODSTOCK IL)
IL
02/19/2008 - 01/02/2009
CHASE INVESTMENT SERVICES CORP. (ROUND LAKE IL)
IL
03/21/2006 - 02/14/2008
ASSOCIATED INVESTMENT SERVICES, INC. (ELGIN IL)
WI
04/02/2002 - 03/16/2006
EDWARD JONES (BURLINGTON WI)
BOTH
Issued 08/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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