Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greg? Claim Your ProfileGreg Skinner is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Greg has been in the financial services industry since 1990, providing investment advice and financial planning services to individuals, families, and businesses. Greg is committed to helping his clients reach their financial goals. He takes a personalized approach to financial planning, working closely with his clients to understand their unique needs and goals. Greg holds Series 6, 7, 26, 51, and 63 licenses and holds licenses in 28 states.
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
CA
02/22/2018 - Present
LPL Financial LLC (VACAVILLE CA)
CA
05/17/2002 - 11/29/2017
NATIONAL PLANNING CORPORATION (VACAVILLE CA)
SC
02/15/2002 - 05/20/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
02/15/2002 - 02/22/2002
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
09/17/1990 - 02/20/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
09/17/1990 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/26/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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