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 Herlihy is a financial advisor registered with Thrivent Investment Management Inc., He is based in Oshkosh, WI and has been in the industry since 2012. Gregory is licensed to provide financial and investment advice in Florida, Illinois, and Wisconsin. Gregory holds the SIE, Series 7 and Series 66 licenses. He also has a Series 66 license. Gregory has worked with Thrivent Investment Management Inc. since 2011.
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.
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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WI
04/04/2012 - Present
Thrivent Investment Management Inc. (Oshkosh WI)
BOTH
Issued 03/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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