Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Margevicius is an investment advisor representative at LPL Financial LLC, a firm headquartered in Fort Mill, South Carolina. Greg has over 4 years of experience in the financial industry. Greg's background includes working at Money Concepts Capital Corp and other firms, where he provided financial advice to individuals and businesses. Greg holds Series 66, Series 7TO and SIE licenses. Greg's areas of expertise include financial planning, portfolio management, and investment advisory services. Greg is registered with the Financial Industry Regulatory Authority (FINRA) and is a licensed investment advisor representative in Ohio and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
08/20/2024 - Present
LPL Financial LLC (LAKEWOOD OH)
OH
08/15/2020 - 08/19/2024
MONEY CONCEPTS CAPITAL CORP (LAKEWOOD OH)
BOTH
Issued 10/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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