Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lavelle is a financial advisor with Creativeone Securities, LLC. Gregory is based in Worcester, MA and has been in the financial services industry since 1997. Gregory specializes in individual portfolio management, financial planning, and selection of other financial advisors. Prior to joining Creativeone Securities, Gregory was a financial advisor with Cetera Advisor Networks LLC and Tower Square Securities, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
1
2
MA
02/20/2019 - Present
Creativeone Securities, LLC (WORCESTER MA)
MA
09/03/2013 - 02/21/2019
CETERA ADVISOR NETWORKS LLC (WORCESTER MA)
MA
09/09/1997 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (WORCESTER MA)
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Lavelle is the right advisor for you? Invested Better is here to help.
