Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Breland has been in the financial services industry since 1985 and currently works with LPL Financial LLC. Gregory Breland is registered as a Registered Representative and Investment Advisor Representative in Mississippi and as a Registered Representative in Texas. Gregory Breland has offices located in Jackson, Mississippi. Previous to working with LPL Financial LLC, Gregory Breland worked with Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MS
02/08/2013 - Present
LPL Financial LLC (JACKSON MS)
NY
11/22/1996 - 04/01/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/18/1989 - 11/26/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
04/02/1985 - 06/09/1989
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
IA
Issued 02/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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