Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Iglow is a financial advisor registered with Oppenheimer & Co. Inc. Gregory has been in the financial services industry for over 25 years. Gregory is licensed to provide financial services in over 25 states. Previously, Gregory Iglow worked with RBC DAIN RAUSCHER INC. and Prudential Securities Incorporated. Gregory Iglow is also registered as an investment advisor representative in California and Texas.
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.
Earned based on transactions or products sold.
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.
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2
CA
05/17/2017 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
02/07/2003 - 06/21/2007
RBC DAIN RAUSCHER INC. (BEVERLY HILLS CA)
NY
02/18/2000 - 02/13/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CA
01/21/1997 - 02/23/2000
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
BC
Issued 04/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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