Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Curran is an active investment advisor representative, registered with the state of Pennsylvania, and affiliated with Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2019. Prior to that, Gregory was associated with Delaware Distributors, L.P. and AllianceBernstein Investments, Inc., where they held various roles. Gregory holds licenses including Series 63, 66, 7 and 9 exams. Gregory also serves as an Advisory Board Member for Boys and Girls Clubs of North Penn Valley. Gregory's specializations include providing advisory services to individuals, corporations, charitable organizations, and high-net-worth individuals, and their expertise may focus on financial planning, asset allocation, and investment strategies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
08/28/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLUE BELL PA)
PA
12/12/2016 - 07/18/2019
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
07/02/2013 - 11/22/2016
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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