Unclaimed
Frank Kenneth Gregory is a licensed financial professional with over 5 years of experience in the financial services industry. Frank is currently registered with J.p. Morgan Securities LLC and holds Series 6, Series 63, and SIE licenses. His primary focus is in providing investment advice and portfolio management services to a diverse clientele, including individuals, families, and businesses. Frank's expertise extends to various financial planning needs, such as retirement planning, college savings, and estate planning. His dedication to client satisfaction and a commitment to personalized financial solutions have earned him a strong reputation in the Glendale, Arizona area.
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
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AZ
07/29/2015 - Present
J.p. Morgan Securities LLC (GLENDALE AZ)
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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