Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Mullaney is a financial advisor with LPL Financial LLC and has been in the industry since May 2009. Gregory is licensed in 26 states and has expertise in 6 areas. Gregory offers services such as financial planning, portfolio management, and pension consulting. Gregory has been registered with Ameriprise Financial Services, LLC and LPL Financial LLC. Gregory has a combined state law examination (Series 66) and holds the SIE, Series 7 designations.
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.
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KY
02/28/2024 - Present
LPL Financial LLC (LOUISVILLE KY)
KY
05/06/2009 - 03/06/2024
AMERIPRISE FINANCIAL SERVICES, LLC (LOUISVILLE KY)
BOTH
Issued 05/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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