Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Randall is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with Lincoln Investment and Capital Analysts. Gregory specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and high-net-worth clients. Gregory is committed to helping clients achieve their financial goals through personalized financial advice and guidance. Gregory has a strong track record of success in the financial services industry. Gregory is a registered representative with the Financial Industry Regulatory Authority (FINRA).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/11/2024 - Present
Lincoln Investment (Cleveland OH)
OH
04/23/2010 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (CLEVELAND OH)
OH
12/04/2006 - 05/21/2010
SANDERS MORRIS HARRIS INC. (BEACHWOOD OH)
OH
06/10/1991 - 12/06/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
06/10/1991 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/06/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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