Unclaimed
Gregg Kenneth Burrell is a financial professional with over 35 years of experience in the financial services industry. Gregg is currently registered as a Registered Representative with LPL Financial LLC. Gregg has held previous positions with Mutual Service Corporation, Titan/Value Equities Group, Inc., and First Investors Corporation.
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.
1
2
MN
04/09/2018 - Present
LPL Financial LLC (APPLE VALLEY MN)
MN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (APPLE VALLEY MN)
CA
06/07/1990 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NJ
06/03/1987 - 06/06/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 06/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/08/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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