Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Davies is a financial advisor with LPL Financial LLC, based in Troy, Michigan. Gregory has been in the financial services industry since June 13, 1993. Gregory is licensed in 22 states and holds Series 6, Series 63, and Series 65 securities licenses. He has also passed the SIE exam. Gregory’s experience and qualifications make him well-suited to help clients with their financial planning needs.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/08/2009 - Present
LPL Financial LLC (TROY MI)
MI
06/14/1993 - 09/08/2009
MUTUAL SERVICE CORPORATION (TROY MI)
IA
Issued 12/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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