Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Lamp is a financial professional with over 40 years of experience in the industry. Gregory has a strong background in securities and investment advisory services, holding licenses and registrations in multiple states. Currently, Gregory is affiliated with Kestra Advisory Services, LLC, a firm with a broad reach and commitment to providing comprehensive financial solutions. Gregory’s commitment to financial planning, portfolio management, and client-centric approach makes him a valuable resource for individuals and businesses seeking to 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.
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.
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2
CA
10/04/2023 - Present
Kestra Advisory Services, LLC (Newbury Park CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
04/26/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
06/01/2009 - 04/30/2019
MORGAN STANLEY (OXNARD CA)
CA
12/19/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OXNARD CA)
CA
05/11/2001 - 12/26/2008
UBS FINANCIAL SERVICES INC. (OXNARD CA)
NY
02/12/1992 - 05/17/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/15/1988 - 02/05/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/19/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
05/23/1983 - 10/26/1984
SUTRO & CO. INCORPORATED
NA
06/29/1981 - 05/31/1983
KIDDER, PEABODY & CO. INCORPORATED
NA
12/30/1980 - 07/18/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 01/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 01/31/1983
Series 5 - Interest Rate Options Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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