Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Szabo is a financial advisor with over 30 years of experience in the financial services industry. Gregory has been registered with Berthel, Fisher & Co. Financial Services, Inc. since 2006. Gregory holds Series 7 and Series 63 licenses and is also a registered Investment Advisor. Gregory specializes in providing financial planning and portfolio management services to individuals and families. Gregory has a passion for helping clients achieve their financial goals and is dedicated to providing them with the highest level of personalized service.
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.
Helps you choose top advisors aligned with your financial goals.
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
OH
08/15/2006 - Present
Berthel, Fisher & Co. Financial Services, Inc. (ELYRIA OH)
OH
03/08/1996 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
OH
01/18/1994 - 12/31/1996
PIERRE R. SMITH & CO. (ELYRIA OH)
DE
05/11/1992 - 12/31/1993
COASTAL EQUITIES, INC. (WILMINGTON DE)
OH
06/03/1987 - 05/27/1992
PIERRE R. SMITH & CO. (ELYRIA OH)
NA
05/11/1987 - 06/12/1987
FIRST OHIO SECURITIES COMPANY
IA
Issued 10/07/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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