Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Laurence Fine is a financial advisor with Burnham Gibson Wealth Advisors, LLC. Gregg has been in the industry since 1994 and has held several positions with various firms. Gregg is licensed in Florida and is a registered Investment Adviser Representative (IAR). Gregg specializes in retirement planning, college savings, and estate planning.
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.
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.
Value of plan assets
1
2
FL
12/06/2024 - Present
Burnham Gibson Wealth Advisors, LLC (BOCA RATON FL)
FL
08/28/2019 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (Boca Raton FL)
FL
10/04/2007 - 09/11/2019
KESTRA INVESTMENT SERVICES, LLC (DORAL FL)
MA
04/19/2004 - 10/04/2007
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
FL
04/23/2001 - 01/02/2004
FINANCIAL SOLUTIONS INTERNATIONAL, LLC (PALM BEACH GARDENS FL)
IN
01/18/1996 - 04/26/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NE
11/03/1994 - 03/19/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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