Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Kern is a registered investment advisor representative with over 30 years of experience in the financial industry. Gregory is currently registered with Pursue Wealth Partners, LLC and has been active in the industry since May 1991. Gregory previously held roles at Cantella & Co., Inc. and Raymond James & Associates, Inc. Gregory specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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
05/06/2023 - Present
Pursue Wealth Partners, LLC (CLAYTON CA)
CA
12/02/2020 - 10/20/2022
CANTELLA & CO., INC. (Clayton CA)
CA
09/06/2016 - 12/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (San Francisco CA)
CA
04/01/2008 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
08/18/2003 - 04/17/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
NY
08/14/2002 - 08/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NJ
04/29/2002 - 08/28/2002
RYAN, BECK & CO., LLC. (FLORHAM PARK NJ)
NY
07/30/1997 - 05/13/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IL
10/17/1996 - 08/01/1997
RODMAN & RENSHAW INC. (CHICAGO IL)
NJ
07/18/1994 - 10/29/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/28/1991 - 07/21/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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