Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory John Boettle is a financial advisor with Oppenheimer & Co. Inc. Gregory has been working in the financial services industry since 1987. Gregory is registered with FINRA and has Series 7, Series 63, and Series 65 licenses. Gregory has experience working with a variety of clients, including individuals, corporations, and retirement plans. Gregory has held positions at several other firms, including CIBC World Markets Corp., J.P. Morgan Securities Inc., SG Cowen Securities Corporation, Cowen & Co., and Smith Barney Inc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/17/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/18/2002 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/14/2000 - 01/25/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/01/1998 - 08/16/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
04/26/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
10/11/1994 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
01/01/1988 - 10/28/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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