Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Anthony Kidd is a financial advisor with Pinnacle Investments, LLC, with an office in East Syracuse, New York. Gregg has been in the financial services industry since 1985. Gregg is registered with the state of New York to provide investment advice. Pinnacle Investments, LLC is a financial services firm that provides financial planning, educational seminars and investment advice to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
NY
04/12/2021 - Present
Pinnacle Investments, LLC (EAST SYRACUSE NY)
NY
05/30/1996 - 06/27/2007
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
09/05/1995 - 06/27/1996
LEIGH BALDWIN & CO., LLC (CAZENOVIA NY)
NY
07/31/1993 - 09/21/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
05/23/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1985 - 04/01/1986
FLAGSHIP SECURITIES, INC.
IA
Issued 10/30/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/08/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1985
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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