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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 Fiore is an Investment Advisor Representative registered with Onedigital Investment Advisors and currently based in Overland Park, Kansas. Gregory has been a part of the financial services industry for over 15 years, with previous experience at LPL Financial LLC, NRP Financial, Inc., and The Leaders Group, Inc.. Gregory holds Series 6, 63, 65 and 26 licenses. Gregory Fiore's experience in the financial services industry includes various roles including pension consulting, real estate rental, and third-party administration. Gregory Fiore specializes in providing financial planning, portfolio management, and pension consulting services for individuals, businesses, pooled investment vehicles, and charitable organizations.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
05/14/2021 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
GA
11/30/2010 - 11/27/2015
LPL FINANCIAL LLC (ATLANTA GA)
GA
03/16/2009 - 11/30/2010
NRP FINANCIAL, INC. (ATLANTA GA)
CO
03/19/2009 - 12/31/2009
THE LEADERS GROUP, INC. (LITTLETON CO)
CO
01/19/2004 - 03/17/2009
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
02/02/1996 - 06/16/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/02/1996 - 06/16/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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