Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Dean Perrey is a financial advisor with LPL Financial LLC. Gregory has been in the financial industry since 1993 and has worked with firms including CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., AXA Advisors, LLC and American Fidelity Securities, Inc. Gregory is registered with the states of California, Florida, Georgia, Illinois, Indiana, North Carolina and Tennessee. Gregory has a Series 6, Series 7, Series 63 and Series 65 licenses. Gregory is currently working with Indiana Members Investment Services, Family Horizons Investment Services and Indiana Members Credit Union.
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.
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2
IN
05/18/2022 - Present
LPL Financial LLC (CARMEL IN)
IN
01/05/2016 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Indianapolis IN)
IN
01/03/2012 - 12/31/2015
CUSO FINANCIAL SERVICES, L.P. (INDIANAPOLIS IN)
IN
02/13/2001 - 12/31/2011
CUNA BROKERAGE SERVICES, INC. (INDIANAPOLIS IN)
NY
04/27/2000 - 02/22/2001
AXA ADVISORS, LLC (NEW YORK NY)
OK
05/06/1993 - 04/04/2000
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
IA
Issued 05/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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