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Gregg Matthew Dolinski

Purshe Kaplan Sterling Investments

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About Gregg Matthew Dolinski

Gregg Matthew Dolinski is a financial advisor with Purshe Kaplan Sterling Investments in Auburn Hills, Michigan. Gregg has over 30 years of experience in the financial services industry. Gregg is registered to provide investment advice in 17 states and holds the Series 6 and Series 63 licenses. He also holds the SIE exam. Gregg's prior experience includes working at Michigan Securities, Inc. , Sigma Financial Corporation, Apex Capital, L.L.C. and East - West Capital Corporation.

Firm Information

Gregg Dolinski is currently registered with Purshe Kaplan Sterling Investments. Purshe Kaplan Sterling Investments is a Corporation formed on December 16, 1993 and is approved to operate in all 50 states, the District of Columbia, and the Virgin Islands. The firm has been registered with the SEC and has 10 regulatory event disclosures and 2 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

181

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Gregg Dolinski’s Registration & Firm History

MI

06/15/2020 - Present

Purshe Kaplan Sterling Investments (Auburn Hills MI)

MI

07/20/2000 - 07/14/2020

MICHIGAN SECURITIES, INC. (AUBURN HILLS MI)

MI

03/08/1999 - 07/18/2000

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

10/31/1997 - 03/19/1999

APEX CAPITAL, L.L.C. (HARPER WOODS MI)

NA

11/07/1996 - 11/06/1997

EAST - WEST CAPITAL CORPORATION

MI

10/31/1996 - 11/14/1996

SABEL MANAGEMENT INC. (LIVONIA MI)

FL

08/18/1992 - 09/12/1996

MARINER FINANCIAL SERVICES, INC. (LARGO FL)

NA

11/23/1987 - 07/27/1992

USA FINANCIAL GROUP, INC.

NA

06/02/1987 - 11/20/1987

MUTUAL SERVICE CORPORATION

NA

12/03/1986 - 06/10/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 12/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg Matthew Dolinski.
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