Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory D. Lunak is a financial advisor currently registered with RBC Capital Markets, LLC. Gregory has been in the financial industry since October 16, 2000, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and Lutheran Brotherhood Securities Corp. Gregory is a Certified Financial Planner and holds Series 6, 7, 31, 63, and 65 licenses. Gregory specializes in a variety of areas, including portfolio management for individuals and businesses, financial planning, pension consulting, and service to public and private employee benefit plans, endowment funds, foundations, family trusts, and various capital/operating funds.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MN
01/23/2017 - Present
RBC Capital Markets, LLC (STILLWATER MN)
MN
12/16/2002 - 01/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PAUL MN)
NY
05/25/2001 - 11/22/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
08/11/2000 - 04/11/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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