Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Craine is a financial advisor who has been in the industry since June 15, 1999. Gregory is currently registered with LPL Financial LLC and has been with the firm since November 30, 2009. Prior to joining LPL Financial LLC, Gregory worked at INVEST FINANCIAL CORPORATION and INTERSECURITIES, INC. Gregory is registered with the state of Illinois as a Registered Representative and Investment Advisor Representative. Gregory holds the following FINRA licenses: Series 7, Series 24, Series 53, and Series 66. Gregory also holds the SIE license. Gregory has specialized in helping individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. Gregory's firm, LPL Financial LLC, is a national financial services company that provides financial advice and services to individuals, families, businesses, and institutions. LPL Financial LLC has more than 168,000 clients and manages over $463 billion in assets.
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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2
IL
11/30/2009 - Present
LPL Financial LLC (STAUNTON IL)
IL
01/30/2004 - 12/02/2009
INVEST FINANCIAL CORPORATION (STAUNTON IL)
FL
07/30/2001 - 02/03/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
03/04/1999 - 04/16/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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