Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Fink is an investment advisor representative registered with The Colony Group, LLC in Atlanta, GA. Gregory has been in the financial industry for over 30 years and has a wide range of experience. Gregory is also a registered investment advisor in Georgia. Gregory has passed the Series 6, 7, 63 and 65 exams, as well as the SIE exam.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
GA
09/05/2024 - Present
THE Colony Group, LLC (Atlanta GA)
IL
03/13/2019 - 02/03/2020
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
GA
06/21/2018 - 02/13/2019
ARKADIOS CAPITAL (Atlanta GA)
GA
05/23/2011 - 06/07/2017
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
NY
06/08/2009 - 04/04/2011
RAFFERTY CAPITAL MARKETS, LLC (NEW YORK NY)
IL
09/05/2008 - 03/20/2009
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
NY
06/01/2006 - 04/24/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
MD
01/09/2002 - 05/30/2006
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
RI
01/15/1992 - 01/18/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 03/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Gregory Fink is the right advisor for you? Invested Better is here to help.
