Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Alan Haney is a financial advisor who has been in the industry since 1999. He is currently registered with Intrepid Financial Planning Group, LLC in Carmel, Indiana. Greg specializes in providing investment advice to individuals and families. He also works with charitable organizations, corporations, and businesses. Greg's firm, Intrepid Financial Planning Group, LLC, manages over $316 million in assets for clients. Greg has previously been registered with Morris Group, Inc. in Indianapolis, Indiana and Waterstone Financial Group, Inc. in Boston, Massachusetts. Greg has Series 7 and Series 63 securities licenses.
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.
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.
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2
IN
04/25/2018 - Present
Intrepid Financial Planning Group, LLC (Carmel IN)
IN
01/08/2004 - 12/31/2006
MORRIS GROUP, INC. (INDIANAPOLIS IN)
MA
08/12/1999 - 12/31/2003
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
BC
Issued 08/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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