Unclaimed
Gregory Kallus is an investment advisor representative at Hornor, Townsend & Kent, LLC based in Houston, Texas. Gregory has been in the industry since 2001 and has a strong track record of providing financial advice and portfolio management services to individuals, corporations, and charitable organizations. Gregory holds a Series 6, Series 7 and Series 66 licenses and is registered to provide investment advisory services in Texas. Prior to joining Hornor, Townsend & Kent, LLC, Gregory has worked for several other financial institutions including Callaway Financial Services, Inc., ASCENSUS BROKER DEALER SERVICES, LLC, ASCENSUS FINANCIAL SERVICES, LLC, and PAYCHEX SECURITIES CORPORATION.
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.
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.
Trail commissions, distribution assistance fees
1
2
TX
03/20/2024 - Present
Hornor, Townsend & Kent, LLC (Houston TX)
TX
03/01/2021 - 11/12/2021
HUCKIN FINANCIAL GROUP, INC. (HOUSTON TX)
TX
10/28/2020 - 03/01/2021
CALLAWAY FINANCIAL SERVICES, INC. (Houston TX)
MA
10/19/2018 - 11/13/2018
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
PA
05/08/2017 - 10/19/2018
ASCENSUS FINANCIAL SERVICES, LLC. (DRESHER PA)
NY
08/17/2016 - 04/25/2017
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
TX
02/09/1999 - 07/11/2016
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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