Unclaimed
Gregory Bennington is an Investment Advisor Representative with Kestra Advisory Services, LLC. Gregory has been in the industry since August 8, 1997, working with clients on investment advisory services. Gregory is registered with the state of Indiana as an Investment Advisor Representative and has been a registered representative for a number of years. Gregory also holds a Series 7 license, a Series 63 license, and a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/20/2016 - Present
Kestra Advisory Services, LLC (NEW ALBANY IN)
IN
11/29/2005 - 09/13/2007
NFP SECURITIES, INC. (NORTH SALEM IN)
CA
06/20/2003 - 09/23/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CA
05/01/2002 - 06/30/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/18/2000 - 03/27/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/07/1995 - 01/25/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gregory Bennington is the right advisor for you? Invested Better is here to help.