Unclaimed
Gregory Kibler is a financial advisor with Janney Montgomery Scott LLC. Gregory has over 35 years of experience in the financial services industry, providing personalized financial advice and services to a wide range of clients. Gregory is a Certified Financial Planner and a Chartered Financial Consultant and holds several professional licenses. He is also a registered representative with FINRA and a registered investment advisor with the state of Ohio. Gregory is dedicated to helping clients achieve their financial goals.
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.
Fee plus commission
1
2
OH
10/24/2024 - Present
Janney Montgomery Scott LLC (Mansfield OH)
OH
01/29/2014 - 08/17/2016
SUMMIT BROKERAGE SERVICES, INC. (MANSFIELD OH)
OH
04/02/1991 - 02/06/2014
MML INVESTORS SERVICES, LLC (MANSFIELD OH)
TX
03/02/1989 - 04/02/1991
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
01/01/1988 - 03/18/1989
ADVANTAGE CAPITAL CORPORATION
BC
Issued 01/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1995
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/06/1991
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/23/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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