Unclaimed
Christopher Robert Gregory is an investment banking professional with over 14 years of experience in the financial services industry. Christopher currently works for Lincoln International LLC, a leading global investment banking advisory firm, as a Managing Director. Prior to joining Lincoln International, Christopher worked at DUFF & PHELPS SECURITIES LLC, a well-respected financial advisory firm. Christopher is a Series 7, Series 24, Series 63, and Series 79TO licensed professional. He holds a registration in five states: California, Florida, Illinois, New York, and Texas. Christopher has a strong track record of success in providing investment banking advisory services to a wide range of clients.
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.
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.
1
2
NY
06/03/2019 - Present
Lincoln International LLC (NEW YORK NY)
NY
11/06/2008 - 05/13/2019
DUFF & PHELPS SECURITIES LLC (NEW YORK NY)
BC
Issued 08/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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