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 Forsythe is a financial advisor in Crown Point, Indiana, with over 20 years of experience in the financial services industry. Gregory is registered with Forsythe Wealth Management, Inc. and has a Series 7, Series 16, Series 24 and Series 87. Gregory holds a Chartered Financial Analyst designation. Gregory has extensive experience in providing financial planning, portfolio management, and investment research services to individuals, families, and small businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
06/04/2024 - Present
Forsythe Wealth Management, Inc. (Crown Point IN)
IL
04/16/2002 - 01/14/2014
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
BC
Issued 07/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/12/2002
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
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