Unclaimed
Gregg S. Coury is a financial advisor with The Coury Firm, located in Pittsburgh, PA. Gregg has been in the financial services industry for over 20 years, and has a wide range of experience working with high-net-worth individuals, corporations, and charitable organizations. Gregg also provides financial advisory services to pooled investment vehicles and other investment advisors.
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.
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.
Advice on matters not involving securities. see part 1 section 6.b.(3)
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/03/2018 - Present
THE Coury Firm (PITTSBURGH PA)
PA
09/05/1997 - 12/31/2017
FSC SECURITIES CORPORATION (PITTSBURGH PA)
NY
08/25/1997 - 09/03/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/08/1997
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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