Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Edward Liestman is a financial advisor registered with Concourse Financial Group Securities, Inc. Gregory has been in the financial services industry since 2006. Gregory has passed the Series 6, Series 63, and Series 65 exams. Gregory holds licenses in 10 states, including Illinois, Indiana, Iowa, Kentucky, Minnesota, New Mexico, Ohio, Oregon, Pennsylvania, and Tennessee. Gregory is licensed to provide investment advice and securities trading services. Gregory specializes in providing financial services to individuals, corporations, charitable organizations, investment companies, and pension and profit-sharing plans.
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.
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
IL
04/19/2006 - Present
Concourse Financial Group Securities, Inc. (Fisher IL)
IA
Issued 05/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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