Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Hahn is an investment advisor representative who has been active in the financial industry since 1987. Gregory is currently registered with Winthrop Capital Management in Carmel, IN and has previously been registered with Oppenheimer & Co. Inc., Conseco Equity Sales, Inc., Conseco Securities, Inc., and Unified Management Corporation. Gregory has passed the Series 7, 24 and 63 exams and is also a Chartered Financial Analyst. Gregory is a partner in Chatham Venture Partners, LLC and Chatham Capital Partners, LLC, and also serves as CEO of 1505 Capital LLC and Managing Director and COO of Antarctica Capital Management LLC. Gregory offers financial planning, selection of other advisers, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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.
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2
IN
08/10/2012 - Present
Winthrop Capital Management (CARMEL IN)
IN
07/26/2005 - 06/28/2007
OPPENHEIMER & CO. INC. (CARMEL IN)
IN
06/18/2004 - 07/05/2005
CONSECO EQUITY SALES, INC. (CARMEL IN)
NA
01/04/1991 - 09/06/1991
CONSECO SECURITIES, INC.
NA
08/20/1987 - 05/18/1989
UNIFIED MANAGEMENT CORPORATION
BC
Issued 06/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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