Unclaimed
Gregg Nathaniel Bard is a financial advisor with over 20 years of experience in the industry. Currently, Gregg is registered with Susquehanna Financial Group, Lllp. Gregg has been with Susquehanna Financial Group, Lllp since August 2003. Prior to joining Susquehanna Financial Group, Lllp, Gregg was employed by INTERNATIONAL STRATEGY & INVESTMENT GROUP INC., ROBERTSON STEPHENS, INC. and SALOMON SMITH BARNEY INC. Gregg is licensed to sell securities in California, Illinois and New York.
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.
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.
1
2
NY
08/26/2003 - Present
Susquehanna Financial Group, Lllp (NEW YORK NY)
NY
09/10/2002 - 08/18/2003
INTERNATIONAL STRATEGY & INVESTMENT GROUP INC. (NEW YORK NY)
CA
06/14/1999 - 07/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
11/18/1997 - 06/09/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq Stock Market
Not sure Gregg Bard is the right advisor for you? Invested Better is here to help.