Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Goebel is a registered representative with Citigroup Global Markets Inc. Gregory has been in the securities industry since November 2008. Gregory is licensed in the state of Kentucky and has a Series 7, Series 10, Series 9, Series 24, Series 63 and Series 65. Gregory is currently also registered as an Investment Advisor Representative with Citigroup Global Markets Inc. in the state of Kentucky. In addition to financial planning, Gregory's specializations include securities, options, mutual funds and other investment products. Gregory is also an arbitrator for securities industry disputes through 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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation advice
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.
1
2
KY
01/04/2023 - Present
Citigroup Global Markets Inc. (FLORENCE KY)
IA
Issued 01/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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