Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Sokolow is a financial advisor registered with Lincoln Investment and Capital Analysts. Greg has been in the financial industry for over 12 years and holds licenses in Florida and Texas. Greg offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Greg's primary office is located in Winter Garden, FL, but he also has offices in Palm Beach Gardens, FL and Tallahassee, FL.
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.
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.
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
FL
01/24/2023 - Present
Lincoln Investment (Winter Garden FL)
FL
12/28/2015 - 03/15/2016
SIGNATOR INVESTORS, INC. (Miami FL)
FL
02/09/2011 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (Miami FL)
IN
01/20/2010 - 02/16/2011
EQUITY SERVICES, INC. (INDIANAPOLIS IN)
IA
Issued 10/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2010
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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