Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mc elheny is a financial advisor at LPL Financial LLC. Gregory is a Series 7, 9, 10, 24 and 66 licensed professional. Gregory has been in the financial services industry since 2002. Gregory has worked for several firms during his career including Ameriprise Financial Services, Inc., IDS Life Insurance Company, New England Securities, MSI Financial Services, Inc., MML Investors Services, LLC, Woodbury Financial Services, Inc. and LPL Financial Corporation. Gregory's areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Gregory is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
CO
05/26/2023 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
02/21/2020 - 05/30/2023
WOODBURY FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
03/25/2017 - 02/24/2020
MML INVESTORS SERVICES, LLC (Colorado Springs CO)
CO
09/03/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
01/20/2011 - 01/02/2015
NEW ENGLAND SECURITIES (COLORADO SPRINGS CO)
FL
07/05/2007 - 01/04/2010
LPL FINANCIAL CORPORATION (ORLANDO FL)
FL
07/03/2002 - 07/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
MN
07/03/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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