Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory McLenithan has been a financial professional since July 1, 1993. Gregory is currently registered with LPL Financial LLC and has been with LPL Financial LLC since September 2009. Gregory is also registered in 37 states as a Broker/Dealer and as an Investment Advisor Representative in 2 states. In addition, Gregory holds Series 6, 7, 24, 63 and 65 securities licenses, the SIE exam, and has the Certified Financial Planner and Chartered Financial Consultant designations.
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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2
VT
09/08/2009 - Present
LPL Financial LLC (SOUTH BURLINGTON VT)
VT
11/04/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (SOUTH BURLINGTON VT)
VT
10/31/2008 - 11/07/2008
AIG FINANCIAL ADVISORS, INC. (SOUTH BURLINGTON VT)
VT
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (SOUTH BURLINGTON VT)
TX
07/02/1993 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 08/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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