Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Louis Gregan is an investment advisor representative registered with Park Avenue Securities LLC. Cole Louis Gregan is also a registered investment advisor. Cole Louis Gregan has been in the financial services industry since 2021. Cole Louis Gregan is licensed to provide advisory services in 51 states, as well as the District of Columbia. Prior to joining Park Avenue Securities LLC, Cole Louis Gregan was employed by BNY Mellon Securities Corporation and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cole Louis Gregan holds Series 7, 66 and SIE licenses. Cole Louis Gregan specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, charitable organizations, and corporations or other businesses. Cole Louis Gregan is affiliated with the New York branch office of Park Avenue Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
09/03/2024 - Present
Park Avenue Securities LLC (NEW YORK NY)
NY
05/13/2022 - 05/09/2024
BNY MELLON SECURITIES CORPORATION (New York NY)
NJ
10/08/2021 - 04/22/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VOORHEES NJ)
BOTH
Issued 11/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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