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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Sheehan is a financial advisor with over 20 years of experience in the industry. He currently works with LPL Financial LLC and provides financial advice and services to a diverse client base. Gregory specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. He is also experienced in providing financial planning, portfolio management, and educational seminars. Prior to joining LPL Financial, Gregory was a financial advisor with Edward Jones for over three years. Gregory Sheehan is dedicated to providing his clients with personalized financial guidance and strategies to help them reach their financial goals.
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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AZ
01/04/2024 - Present
LPL Financial LLC (PRESCOTT AZ)
AZ
08/12/2014 - 10/12/2017
EDWARD JONES (PRESCOTT AZ)
NY
03/23/1999 - 12/31/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
03/23/1999 - 12/22/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BOTH
Issued 09/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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