Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Greggory? Claim Your ProfileGreggory Cowan is a financial advisor with over 15 years of experience in the financial services industry. Greggory is currently registered with Beacon Pointe Advisors, LLC, located in Newport Beach, CA. Previously, Greggory was employed by Lincoln Financial Advisors Corporation and MetLife Securities Inc., both in Irvine, CA. Greggory holds Series 6, 7, 63 and 66 securities licenses and is registered to offer investment advice in California, Hawaii and Nevada.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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2
CA
11/25/2024 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
02/14/2013 - 12/26/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
CA
02/14/2012 - 02/19/2013
METLIFE SECURITIES INC. (IRVINE CA)
CA
02/24/2006 - 10/02/2009
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BOTH
Issued 03/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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