Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Murphy is an investment advisor representative associated with Zacks Investment Management, Inc. in Chicago, IL. Gregory has been in the industry since September 6, 2001. Gregory is registered as a broker-dealer in 52 states and the District of Columbia, and as an investment advisor in Illinois and Massachusetts. Gregory holds Series 63, 65, 66, and 7 licenses. Previous to Zacks Investment Management, Inc. Gregory worked for LINSCO/PRIVATE LEDGER CORP., IFMG SECURITIES, INC., MFS FUND DISTRIBUTORS, INC., and PRUDENTIAL SECURITIES INCORPORATED. Gregory specializes in various investment products and services, including financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
07/10/2009 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
MA
02/26/2004 - 02/06/2007
LINSCO/PRIVATE LEDGER CORP. (BOSTON MA)
NY
03/10/2003 - 02/26/2004
IFMG SECURITIES, INC. (PURCHASE NY)
MA
12/21/2000 - 03/06/2003
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
NY
06/17/1999 - 12/21/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 06/05/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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