Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gann has been working in the financial industry since 1994. Gregory is a registered representative with LPL Financial LLC and is licensed in Maryland and Texas. Gregory has experience with a wide range of financial products and services, including stocks, bonds, mutual funds, and variable annuities. Gregory has been recognized for their commitment to client service and their expertise in financial planning.
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
MD
04/21/2014 - Present
LPL Financial LLC (BALTIMORE MD)
FL
06/02/1999 - 12/31/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
04/06/1992 - 06/04/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 05/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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