Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schmidlin is a financial advisor with LPL Financial LLC in Beaverton, OR. Gregory has been working in the financial industry since 2003. Gregory holds Series 6, 7, 26, 63, and 65 licenses as well as the SIE designation. Gregory has been registered with LPL Financial LLC since May 2024. Previously, Gregory was employed with CROWN CAPITAL SECURITIES, L.P. and First Investors Corporation. Gregory’s practice provides financial planning, portfolio management, and consulting services to individuals, high-net-worth individuals, corporations, and other businesses, charitable organizations, and pension and profit-sharing plans.
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
OR
06/12/2024 - Present
LPL Financial LLC (BEAVERTON OR)
OR
07/25/2008 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (BEAVERTON OR)
OR
02/17/2003 - 07/28/2008
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 09/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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