Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Jay Gursey is a financial advisor with over 30 years of experience in the financial services industry. Gregory is currently registered with LPL Financial LLC and is a Registered Representative and Investment Advisor Representative in Alaska and Texas. Gregory has held previous roles with Planmember Securities Corporation and Wedbush Morgan Securities Inc.. Gregory has also passed the Series 4, 7, 8, 9, 10, 24, 63, 65 and 66 exams. Gregory’s specializations include investment advisory services, retirement planning, investment management, and insurance products. Gregory’s goal is to provide his clients with personalized financial advice and guidance.
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.
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2
AK
05/27/2003 - Present
LPL Financial LLC (ANCHORAGE AK)
CA
05/21/2001 - 02/11/2002
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CA
07/30/1990 - 06/04/2001
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 06/17/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/11/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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