Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Cooley is a financial advisor with over 20 years of experience in the industry. Gregory has a strong background in providing financial advice to individuals and businesses. Gregory is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Gregory is currently registered with Ignite Planners LLC, where they offer a range of financial services including financial planning, portfolio management, and selection of other advisors. Prior to joining Ignite Planners LLC, Gregory was with Cetera Advisor Networks LLC and Girard Securities, Inc.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/25/2023 - Present
Ignite Planners LLC (SAN CLEMENTE CA)
MS
11/01/2017 - 08/29/2018
CETERA ADVISOR NETWORKS LLC (CORINTH MS)
MS
04/29/2004 - 11/01/2017
GIRARD SECURITIES, INC. (CORINTH MS)
MA
04/24/1997 - 04/30/2004
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
BC
Issued 05/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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