Unclaimed
Gregory Kurinec is a financial advisor with over 17 years of experience in the industry. Gregory is currently registered with Independent Financial Group, LLC and has been with the firm since April 2010. Gregory's previous experience includes roles at FSC Securities Corporation, Waterstone Financial Group, Inc., and AIG Financial Advisors, Inc. Gregory holds Series 66, Series 7, and SIE licenses and is a Certified Financial Planner. Gregory specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, businesses, and retirement plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/07/2010 - Present
Independent Financial Group, LLC (Downers Grove IL)
IL
08/28/2009 - 04/12/2010
FSC SECURITIES CORPORATION (NAPERVILLE IL)
IL
10/31/2006 - 08/26/2009
WATERSTONE FINANCIAL GROUP, INC. (NAPERVILLE IL)
IN
02/16/2006 - 09/30/2006
AIG FINANCIAL ADVISORS, INC. (CROWN POINT IN)
BOTH
Issued 02/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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