Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jan Krpalek is a financial professional with over 39 years of experience in the industry. Gregory Jan Krpalek is currently registered with LPL Financial LLC in Albany, OR and is also registered in Texas. Gregory Jan Krpalek has been affiliated with LPL Financial LLC since January 2020. Gregory Jan Krpalek is also registered with the state of Oregon as an Investment Advisor Representative. Gregory Jan Krpalek was previously registered with SAGEPOINT FINANCIAL, INC. and First Allied Securities, Inc. Gregory Jan Krpalek provides financial services to individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other businesses. Gregory Jan Krpalek specializes in investment advisory, financial planning, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
OR
01/03/2020 - Present
LPL Financial LLC (ALBANY OR)
OR
02/09/2016 - 01/10/2020
SAGEPOINT FINANCIAL, INC. (ALBANY OR)
OR
12/16/1994 - 02/11/2016
FIRST ALLIED SECURITIES, INC. (ALBANY OR)
CA
10/08/1992 - 12/23/1994
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
NY
09/12/1989 - 10/07/1992
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
03/01/1985 - 09/21/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/06/1986 - 12/31/1987
MANEQUITY, INC.
NA
11/28/1984 - 02/14/1985
THE GREAT-WEST LIFE ASSURANCE COMPANY
NA
06/27/1983 - 10/29/1984
MANEQUITY, INC.
IA
Issued 06/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/22/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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