Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregg? Claim Your ProfileGregg Richard Koch is a financial advisor who is licensed to provide investment advice in 30 states. Gregg is currently employed with American Capital Partners, LLC. Gregg has been in the financial industry since 1995. Gregg has a Series 7, Series 63, and Series 24 licenses.
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.
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2
NY
08/19/2015 - Present
American Capital Partners, LLC (HAUPPAUGE NY)
NY
01/07/2009 - 08/24/2015
JOSEPH GUNNAR & CO. LLC (HAUPPAUGE NY)
NY
07/05/2002 - 02/06/2009
AMERICAN CAPITAL PARTNERS, LLC (MEDFORD NY)
NY
05/04/2001 - 08/01/2002
MILESTONE FINANCIAL SERVICES, INC. (BOHEMIA NY)
NY
08/31/1998 - 05/24/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
09/03/1996 - 08/28/1998
FIRST ASSET MANAGEMENT, INC. (GARDEN CITY NY)
TX
09/27/1995 - 10/15/1996
REDSTONE SECURITIES, INC. (DALLAS TX)
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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