Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Marchand has been a financial professional since 1989. Gregory is currently registered with Money Concepts Capital Corp. and KESTRA INVESTMENT SERVICES, LLC. Gregory has a broad range of experience in the financial services industry, including experience with The O.N. EQUITY SALES COMPANY, TRIAD ADVISORS, INC., TOWER SQUARE SECURITIES, INC., ADVANTAGE CAPITAL CORPORATION, and TRAVELERS EQUITIES SALES, INC. Gregory is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT™. Gregory is also the owner of Marchand Financial, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
06/12/2024 - Present
Money Concepts Capital Corp. (Hobe Sound FL)
MA
03/20/2018 - 05/30/2024
KESTRA INVESTMENT SERVICES, LLC (Webster MA)
MA
12/01/2011 - 03/26/2018
THE O.N. EQUITY SALES COMPANY (WORCESTER MA)
MA
11/13/2006 - 12/02/2011
TRIAD ADVISORS, INC. (SHREWSBURY MA)
MA
05/28/1999 - 11/13/2006
TOWER SQUARE SECURITIES, INC. (WEBSTER MA)
GA
08/15/1994 - 06/08/1999
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
01/07/1991 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
WI
07/20/1990 - 01/11/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
WI
07/20/1990 - 12/31/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
03/08/1989 - 06/08/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/08/1989 - 06/08/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1998
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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