Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Regan is a financial advisor with Momentum Independent Network Inc. based in Dallas, TX. Greg has over 35 years of experience in the financial industry and has worked at several firms before joining Momentum Independent Network Inc. Greg is registered as a Registered Representative and Investment Advisor Representative. Greg specializes in providing financial planning, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses. Greg has been a registered financial advisor since 1988.
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.
12b-1 fees
1
2
TX
10/26/2005 - Present
Momentum Independent Network Inc. (DALLAS TX)
FL
07/14/2000 - 06/30/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
06/18/1997 - 07/18/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TX
06/22/1988 - 07/01/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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