Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Burns McShea is a financial advisor who has been in the industry since 2004. Gregory Burns McShea is currently affiliated with Janney Montgomery Scott LLC, which is based in Philadelphia, PA. Previously, Gregory Burns McShea was with Legg Mason Investor Services, LLC in Pasadena, CA and Legg Mason Wood Walker, Incorporated in Baltimore, MD. Gregory Burns McShea has a wide range of experience in the financial services industry, including experience in various areas of financial planning, portfolio management, pension consulting and educational seminars.
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.
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.
Fee plus commission
1
2
PA
05/07/2013 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
CA
12/01/2005 - 07/30/2009
LEGG MASON INVESTOR SERVICES, LLC (PASADENA CA)
MD
09/30/2003 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
03/20/2003 - 09/30/2003
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
MD
04/06/2000 - 03/20/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 08/29/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2001
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2000
Series 14 - Compliance Officer Examination
BC
Issued 07/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gregory McShea is the right advisor for you? Invested Better is here to help.
