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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 Gilbert is a financial advisor with over 20 years of experience in the industry. Gregory currently works at Infinity Financial Services Advisory. Gregory specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. Gregory is registered with the Securities and Exchange Commission (SEC) and holds several licenses, including Series 7, 66, and 24.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/03/2025 - Present
Infinity Financial Services Advisory (OAKLAND CA)
CA
09/17/2004 - 05/13/2008
LPL FINANCIAL CORPORATION (OAKLAND CA)
NY
12/02/1998 - 09/21/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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