Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Alan Jones is an active Registered Representative and Investment Advisor Representative. Gregory is currently registered with LPL Financial LLC. Gregory has been in the securities industry since March 8, 1987. Gregory has a total of 11 state registrations, including Pennsylvania, Florida, Maryland, and New Jersey. Gregory is also registered as an investment advisor in Pennsylvania. Gregory previously worked for M&T Securities, Inc., Liberty Securities Corporation, and First Investors Corporation. Gregory has a total of 4 previous employments. Gregory holds Series 6, 7, 26, 63 and 66 securities licenses. Gregory is also licensed as an Investment Advisor Representative.
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.
1
2
PA
06/22/2021 - Present
LPL Financial LLC (PITTSTON PA)
PA
04/01/1998 - 06/09/2021
M&T SECURITIES, INC. (PITTSTON PA)
NY
08/01/1991 - 06/16/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
03/25/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NJ
03/09/1987 - 04/03/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 12/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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