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 Shankle is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Momentum Independent Network Inc. in California and several other states. Gregory's previous experience includes time with Raymond James & Associates, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., and UBS PaineWebber Inc. Gregory holds the Series 7, 31, 63, 65, and 66 securities licenses. Gregory's areas of specialization include portfolio management for individuals, financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
12b-1 fees
1
2
CA
02/26/2021 - Present
Momentum Independent Network Inc. (Hermosa Beach CA)
CA
05/23/2008 - 04/08/2019
RAYMOND JAMES & ASSOCIATES, INC. (ROLLING HILLS ESTATES CA)
CA
01/01/2008 - 05/29/2008
WACHOVIA SECURITIES, LLC (TORRANCE CA)
CA
04/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TORRANCE CA)
NJ
08/26/1998 - 04/16/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/24/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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