Unclaimed
Gregory C Bogart is a financial advisor with over 17 years of experience in the industry. Gregory C Bogart is registered with Lincoln Financial Distributors, Inc. and has passed the Series 7, Series 66, Series 24 and Series 26 exams. Gregory C Bogart holds a license in Pennsylvania. Gregory C Bogart was previously employed by Citigroup Global Markets Inc..
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.
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.
1
2
PA
08/30/2006 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
NJ
05/23/2005 - 08/15/2006
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
BOTH
Issued 06/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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